Glass Jacobson Investment Advisors’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 | $50.1K | Hold |
787
| – | – | 0.02% | 293 |
|
|
2025
Q1 | $45.2K | Hold |
787
| – | – | 0.01% | 381 |
|
|
2024
Q4 | $45.2K | Hold |
787
| – | – | 0.01% | 381 |
|
|
2024
Q3 | $53.6K | Hold |
787
| – | – | 0.02% | 352 |
|
|
2024
Q2 | $44.6K | Hold |
787
| – | – | 0.02% | 357 |
|
|
2024
Q1 | $47K | Hold |
787
| – | – | 0.02% | 359 |
|
|
2023
Q4 | $48.6K | Hold |
787
| – | – | 0.02% | 337 |
|
|
2023
Q3 | $45.8K | Hold |
787
| – | – | 0.02% | 334 |
|
|
2023
Q2 | $55.8K | Buy |
+787
| New | +$55.8K | 0.03% | 320 |
|
|
2022
Q4 | $66.8K | Buy |
+797
| New | +$66.8K | 0.03% | 307 |
|