CWM
Compass Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-119
| Closed | -$7.39K | – | 224 |
|
|
2025
Q1 | $7.39K | Hold |
119
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $6.84K | Hold |
119
| – | – | ﹤0.01% | 358 |
|
|
2024
Q3 | $8.1K | Hold |
119
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $6.75K | Hold |
119
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $7.11K | Hold |
119
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $7.35K | Hold |
119
| – | – | ﹤0.01% | 351 |
|
|
2023
Q3 | $6.92K | Hold |
119
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $8.44K | Hold |
119
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $9.31K | Hold |
119
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $9.98K | Buy |
+119
| New | +$9.98K | ﹤0.01% | 351 |
|