Concord Wealth Partners’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 | $9.11K | Hold |
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|
2025
Q2 | $8.14K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $7.65K | Buy |
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|
2024
Q3 | $8.98K | Buy |
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|
2024
Q2 | $7.41K | Sell |
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|
2024
Q1 | $9.24K | Sell |
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|
2023
Q4 | $18.4K | Buy |
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|
2023
Q3 | $17.2K | Sell |
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|
2023
Q2 | $31.4K | Buy |
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|
2023
Q1 | $11.6K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $25K | Buy |
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