Concord Wealth Partners’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 | $8.14K | Buy |
+128
| New | +$8.14K | ﹤0.01% | 569 |
|
|
2025
Q1 | – | Sell |
-133
| Closed | -$7.65K | – | 853 |
|
|
2024
Q4 | $7.65K | Buy |
133
+1
| +0.8% | +$58 | ﹤0.01% | 546 |
|
|
2024
Q3 | $8.99K | Buy |
132
+1
| +0.8% | +$68 | ﹤0.01% | 564 |
|
|
2024
Q2 | $7.41K | Sell |
131
-24
| -15% | -$1.36K | ﹤0.01% | 541 |
|
|
2024
Q1 | $9.24K | Sell |
155
-143
| -48% | -$8.52K | ﹤0.01% | 581 |
|
|
2023
Q4 | $18.4K | Buy |
298
+1
| +0.3% | +$62 | ﹤0.01% | 490 |
|
|
2023
Q3 | $17.2K | Sell |
297
-145
| -33% | -$8.42K | ﹤0.01% | 530 |
|
|
2023
Q2 | $31.4K | Buy |
442
+294
| +199% | +$20.9K | 0.01% | 427 |
|
|
2023
Q1 | $11.6K | Sell |
148
-5,222
| -97% | -$409K | ﹤0.01% | 573 |
|
|
2022
Q4 | $450K | Buy |
5,370
+37
| +0.7% | +$3.1K | 0.14% | 91 |
|
|
2022
Q3 | $416K | Buy |
5,333
+38
| +0.7% | +$2.96K | 0.13% | 102 |
|
|
2022
Q2 | $447K | Buy |
5,295
+38
| +0.7% | +$3.21K | 0.12% | 112 |
|
|
2022
Q1 | $464K | Buy |
5,257
+54
| +1% | +$4.77K | 0.12% | 109 |
|
|
2021
Q4 | $473K | Buy |
5,203
+4,910
| +1,676% | +$446K | 0.12% | 106 |
|
|
2021
Q3 | $24K | Hold |
293
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $24K | Sell |
293
-3
| -1% | -$246 | 0.01% | 468 |
|
|
2021
Q1 | $26K | Buy |
296
+3
| +1% | +$264 | 0.01% | 432 |
|
|
2020
Q4 | $25K | Buy |
+293
| New | +$25K | 0.02% | 283 |
|