GoalVest Advisory’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
Q3 | $69.8K | Hold |
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|
2025
Q2 | $62.4K | Sell |
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|
2025
Q1 | $61.1K | Buy |
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|
2024
Q4 | $56.3K | Hold |
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|
2024
Q3 | $66.8K | Hold |
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|
2024
Q2 | $55.6K | Sell |
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|
2024
Q1 | $69.7K | Buy |
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|
2023
Q4 | $66.1K | Sell |
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|
2023
Q3 | $62.6K | Sell |
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|
2023
Q2 | $80.8K | Buy |
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|
2023
Q1 | $87.7K | Hold |
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|
2022
Q4 | $94K | Sell |
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|
2022
Q3 | $103K | Hold |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q2 | $138K | Hold |
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|
2021
Q1 | $149K | Hold |
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|
2020
Q4 | $148K | Buy |
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