Daymark 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 | $452K | Buy |
7,098
+87
| +1% | +$5.54K | 0.02% | 373 |
|
|
2025
Q1 | $435K | Sell |
7,011
-595
| -8% | -$37K | 0.02% | 351 |
|
|
2024
Q4 | $437K | Buy |
7,606
+9
| +0.1% | +$517 | 0.02% | 350 |
|
|
2024
Q3 | $517K | Buy |
7,597
+28
| +0.4% | +$1.91K | 0.02% | 332 |
|
|
2024
Q2 | $429K | Buy |
7,569
+355
| +5% | +$20.1K | 0.02% | 342 |
|
|
2024
Q1 | $431K | Sell |
7,214
-1,546
| -18% | -$92.4K | 0.02% | 280 |
|
|
2023
Q4 | $541K | Sell |
8,760
-189
| -2% | -$11.7K | 0.03% | 250 |
|
|
2023
Q3 | $520K | Buy |
8,949
+153
| +2% | +$8.9K | 0.04% | 235 |
|
|
2023
Q2 | $624K | Buy |
8,796
+923
| +12% | +$65.5K | 0.05% | 212 |
|
|
2023
Q1 | $616K | Buy |
7,873
+3,349
| +74% | +$262K | 0.08% | 170 |
|
|
2022
Q4 | $379K | Buy |
+4,524
| New | +$379K | 0.07% | 167 |
|