Dynasty Wealth Management’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,414	Closed	-$253K	–	252
2024 Q4	$253K	Buy	4,414 +55	+1%	+$3.16K	﹤0.01%	235
2024 Q3	$297K	Sell	4,359 -19	-0.4%	-$1.29K	0.01%	201
2024 Q2	$248K	Buy	4,378 +246	+6%	+$14K	0.01%	225
2024 Q1	$247K	Buy	+4,132	New	+$247K	0.01%	235