Financial Synergies Wealth Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-186
| Closed | -$11.1K | – | 186 |
|
|
2024
Q1 | $11.1K | Sell |
186
-5
| -3% | -$299 | ﹤0.01% | 243 |
|
|
2023
Q4 | $16K | Buy |
191
+5
| +3% | +$419 | ﹤0.01% | 152 |
|
|
2023
Q3 | $10.8K | Hold |
186
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $13.2K | Sell |
186
-93
| -33% | -$6.6K | ﹤0.01% | 206 |
|
|
2023
Q1 | $21.8K | Buy |
279
+88
| +46% | +$6.89K | ﹤0.01% | 165 |
|
|
2022
Q4 | $16K | Buy |
191
+186
| +3,720% | +$15.6K | ﹤0.01% | 152 |
|
|
2022
Q3 | $390 | Hold |
5
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $423 | Buy |
+5
| New | +$423 | ﹤0.01% | 387 |
|