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Code Waechter’s Eversource Energy ES Stock Holding History

Code Waechter’s Portfolio ES Stock Details ES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,331
Closed -$455K – 118
2025
Q1 		$455K Sell
7,331
-8,275
-53% -$514K 0.37% 60
2024
Q4 		$896K Buy
15,606
+355
+2% +$20.4K 0.78% 31
2024
Q3 		$1.04M Buy
+15,251
New +$1.04M 0.99% 24