DWM
Destination Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
4,719
-117
| -2% | -$7.44K | 0.01% | 213 |
|
|
2025
Q1 | $300K | Sell |
4,836
-164
| -3% | -$10.2K | 0.01% | 203 |
|
|
2024
Q4 | $287K | Buy |
5,000
+263
| +6% | +$15.1K | 0.01% | 203 |
|
|
2024
Q3 | $322K | Buy |
4,737
+58
| +1% | +$3.95K | 0.01% | 187 |
|
|
2024
Q2 | $265K | Sell |
4,679
-179
| -4% | -$10.2K | 0.01% | 180 |
|
|
2024
Q1 | $290K | Sell |
4,858
-736
| -13% | -$44K | 0.01% | 176 |
|
|
2023
Q4 | $345K | Sell |
5,594
-3,287
| -37% | -$203K | 0.01% | 164 |
|
|
2023
Q3 | $516K | Sell |
8,881
-174
| -2% | -$10.1K | 0.02% | 143 |
|
|
2023
Q2 | $642K | Sell |
9,055
-78
| -0.9% | -$5.53K | 0.02% | 140 |
|
|
2023
Q1 | $715K | Buy |
9,133
+86
| +1% | +$6.73K | 0.03% | 131 |
|
|
2022
Q4 | $758K | Buy |
9,047
+203
| +2% | +$17K | 0.03% | 124 |
|
|
2022
Q3 | $689K | Sell |
8,844
-329
| -4% | -$25.6K | 0.03% | 122 |
|
|
2022
Q2 | $775K | Buy |
9,173
+80
| +0.9% | +$6.76K | 0.03% | 123 |
|
|
2022
Q1 | $802K | Buy |
9,093
+4,897
| +117% | +$432K | 0.03% | 121 |
|
|
2021
Q4 | $382K | Buy |
4,196
+30
| +0.7% | +$2.73K | 0.01% | 154 |
|
|
2021
Q3 | $341K | Buy |
4,166
+31
| +0.7% | +$2.54K | 0.01% | 142 |
|
|
2021
Q2 | $332K | Sell |
4,135
-470
| -10% | -$37.7K | 0.01% | 150 |
|
|
2021
Q1 | $399K | Buy |
+4,605
| New | +$399K | 0.02% | 138 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$3K | – | 609 |
|
|
2019
Q1 | $3K | Sell |
36
-417
| -92% | -$34.8K | ﹤0.01% | 569 |
|
|
2018
Q4 | $29K | Buy |
+453
| New | +$29K | ﹤0.01% | 327 |
|
|
2018
Q3 | – | Sell |
-95
| Closed | -$6K | – | 704 |
|
|
2018
Q2 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 430 |
|