Clearstead Trust’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.01K	Sell	63 -140	-69%	-$8.91K	﹤0.01%	802
2025 Q1	$12.6K	Buy	+203	New	+$12.6K	﹤0.01%	426
2017 Q4	–	Sell	-1,500	Closed	-$91K	–	215
2017 Q3	$91K	Hold	1,500	–	–	0.07%	142
2017 Q2	$91K	Buy	+1,500	New	+$91K	0.07%	129