CVA Family Office’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 | $113K | Buy |
1,776
+282
| +19% | +$17.9K | 0.02% | 384 |
|
|
2025
Q1 | $92.8K | Sell |
1,494
-206
| -12% | -$12.8K | 0.01% | 399 |
|
|
2024
Q4 | $97.6K | Sell |
1,700
-37
| -2% | -$2.13K | 0.02% | 394 |
|
|
2024
Q3 | $118K | Sell |
1,737
-106
| -6% | -$7.21K | 0.02% | 345 |
|
|
2024
Q2 | $105K | Buy |
1,843
+228
| +14% | +$12.9K | 0.02% | 342 |
|
|
2024
Q1 | $96.5K | Buy |
1,615
+915
| +131% | +$54.7K | 0.02% | 364 |
|
|
2023
Q4 | $43.2K | Buy |
+700
| New | +$43.2K | 0.01% | 503 |
|
|
2023
Q3 | – | Sell |
-2,080
| Closed | -$148K | – | 456 |
|
|
2023
Q2 | $148K | Buy |
2,080
+1,795
| +630% | +$127K | 0.03% | 259 |
|
|
2023
Q1 | $22.3K | Buy |
285
+235
| +470% | +$18.4K | 0.01% | 576 |
|
|
2022
Q4 | $4.19K | Sell |
50
-670
| -93% | -$56.2K | ﹤0.01% | 754 |
|
|
2022
Q3 | $56K | Buy |
720
+55
| +8% | +$4.28K | 0.02% | 338 |
|
|
2022
Q2 | $56K | Buy |
665
+45
| +7% | +$3.79K | 0.02% | 339 |
|
|
2022
Q1 | $55K | Buy |
620
+60
| +11% | +$5.32K | 0.01% | 377 |
|
|
2021
Q4 | $51K | Sell |
560
-130
| -19% | -$11.8K | 0.01% | 361 |
|
|
2021
Q3 | $58K | Sell |
690
-420
| -38% | -$35.3K | 0.04% | 166 |
|
|
2021
Q2 | $89K | Buy |
1,110
+40
| +4% | +$3.21K | 0.03% | 256 |
|
|
2021
Q1 | $93K | Buy |
1,070
+380
| +55% | +$33K | 0.04% | 189 |
|
|
2020
Q4 | $60K | Hold |
690
| – | – | 0.04% | 173 |
|
|
2020
Q3 | $58K | Buy |
+690
| New | +$58K | 0.04% | 166 |
|