FSA 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
Q2 | $70.3K | Hold |
1,105
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $68.6K | Hold |
1,105
| – | – | 0.03% | 119 |
|
|
2024
Q4 | $63.5K | Hold |
1,105
| – | – | 0.03% | 128 |
|
|
2024
Q3 | $75.2K | Buy |
+1,105
| New | +$75.2K | 0.03% | 118 |
|
|
2024
Q1 | $66K | Hold |
1,105
| – | – | 0.03% | 119 |
|
|
2023
Q4 | $68K | Buy |
+1,105
| New | +$68K | 0.03% | 108 |
|
|
2021
Q1 | – | Sell |
-1,105
| Closed | -$96K | – | 115 |
|
|
2020
Q4 | $96K | Buy |
+1,105
| New | +$96K | 0.05% | 85 |
|
|
2020
Q3 | – | Sell |
-1,205
| Closed | -$100K | – | 153 |
|
|
2020
Q2 | $100K | Hold |
1,205
| – | – | 0.07% | 79 |
|
|
2020
Q1 | $94K | Sell |
1,205
-20
| -2% | -$1.56K | 0.08% | 78 |
|
|
2019
Q4 | $104K | Buy |
+1,225
| New | +$104K | 0.07% | 86 |
|