Daymark 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
2026 Q1	$567K	Buy	8,191 +2,653	+48%	+$187K	0.02%	391
2025 Q4	$373K	Buy	5,538 +410	+8%	+$28.8K	0.01%	451
2025 Q3	$365K	Sell	5,128 -1,970	-28%	-$129K	0.01%	442
2025 Q2	$452K	Buy	7,098 +87	+1%	+$5.36K	0.02%	373
2025 Q1	$435K	Sell	7,011 -595	-8%	-$35.5K	0.02%	351
2024 Q4	$437K	Buy	7,606 +9	+0.1%	+$561	0.02%	350
2024 Q3	$517K	Buy	7,597 +28	+0.4%	+$1.81K	0.02%	332
2024 Q2	$429K	Buy	7,569 +355	+5%	+$21K	0.02%	342
2024 Q1	$431K	Sell	7,214 -1,546	-18%	-$88.9K	0.02%	280
2023 Q4	$541K	Sell	8,760 -189	-2%	-$10.9K	0.03%	250
2023 Q3	$520K	Buy	8,949 +153	+2%	+$10.2K	0.04%	235
2023 Q2	$624K	Buy	8,796 +923	+12%	+$68.7K	0.05%	212
2023 Q1	$616K	Buy	7,873 +3,349	+74%	+$265K	0.08%	170
2022 Q4	$379K	Buy	+4,524	New	+$359K	0.07%	167