Claro Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Buy |
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|
2025
Q2 | $617K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $649K | Sell |
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|
2023
Q3 | $707K | Buy |
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|
2023
Q2 | $849K | Sell |
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|
2023
Q1 | $991K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $861K | Buy |
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|
2019
Q3 | $863K | Buy |
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|
2019
Q2 | $763K | Buy |
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|
2019
Q1 | $713K | Buy |
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|
2018
Q4 | $317K | Buy |
|