FWM
Finer Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Hold |
8,712
| – | – | 0.3% | 54 |
|
|
2025
Q1 | $541K | Hold |
8,712
| – | – | 0.32% | 56 |
|
|
2024
Q4 | $500K | Hold |
8,712
| – | – | 0.29% | 57 |
|
|
2024
Q3 | $593K | Hold |
8,712
| – | – | 0.37% | 52 |
|
|
2024
Q2 | $494K | Sell |
8,712
-1,618
| -16% | -$91.8K | 0.32% | 53 |
|
|
2024
Q1 | $617K | Hold |
10,330
| – | – | 0.41% | 51 |
|
|
2023
Q4 | $638K | Sell |
10,330
-47
| -0.5% | -$2.9K | 0.47% | 45 |
|
|
2023
Q3 | $603K | Buy |
10,377
+202
| +2% | +$11.7K | 0.48% | 45 |
|
|
2023
Q2 | $722K | Buy |
10,175
+250
| +3% | +$17.7K | 0.56% | 43 |
|
|
2023
Q1 | $777K | Buy |
9,925
+48
| +0.5% | +$3.76K | 0.66% | 39 |
|
|
2022
Q4 | $828K | Hold |
9,877
| – | – | 0.77% | 35 |
|
|
2022
Q3 | $770K | Hold |
9,877
| – | – | 0.76% | 37 |
|
|
2022
Q2 | $834K | Sell |
9,877
-3,745
| -27% | -$316K | 0.76% | 38 |
|
|
2022
Q1 | $1.2M | Sell |
13,622
-1,144
| -8% | -$101K | 0.98% | 34 |
|
|
2021
Q4 | $1.34M | Buy |
+14,766
| New | +$1.34M | 1.11% | 29 |
|