Coston McIsaac & 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 | $31K | Hold |
500
| – | – | 0.01% | 369 |
|
|
2025
Q1 | $31K | Hold |
500
| – | – | 0.01% | 343 |
|
|
2024
Q4 | $28K | Hold |
500
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $34 | Hold |
500
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $28K | Hold |
500
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $29K | Sell |
500
-28
| -5% | -$1.62K | 0.01% | 344 |
|
|
2023
Q4 | $32K | Buy |
528
+2
| +0.4% | +$121 | 0.01% | 333 |
|
|
2023
Q3 | $30K | Buy |
526
+1
| +0.2% | +$57 | 0.01% | 329 |
|
|
2023
Q2 | $37K | Buy |
525
+1
| +0.2% | +$70 | 0.01% | 320 |
|
|
2023
Q1 | $41K | Hold |
524
| – | – | 0.02% | 296 |
|
|
2022
Q4 | $43 | Buy |
524
+1
| +0.2% | – | 0.02% | 291 |
|
|
2022
Q3 | $40K | Buy |
523
+1
| +0.2% | +$76 | 0.02% | 247 |
|
|
2022
Q2 | $44K | Buy |
+522
| New | +$44K | 0.03% | 143 |
|