Finer Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $541K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $593K | Hold |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $603K | Buy |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $777K | Buy |
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|
2022
Q4 | $828K | Hold |
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|
2022
Q3 | $770K | Hold |
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|
2022
Q2 | $834K | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.34M | Buy |
|