GA
GoalVest Advisory’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.4K | Sell |
981
-3
| -0.3% | -$191 | 0.02% | 192 |
|
|
2025
Q1 | $61.1K | Buy |
984
+3
| +0.3% | +$186 | 0.02% | 175 |
|
|
2024
Q4 | $56.3K | Hold |
981
| – | – | 0.02% | 179 |
|
|
2024
Q3 | $66.8K | Hold |
981
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $55.6K | Sell |
981
-185
| -16% | -$10.5K | 0.02% | 167 |
|
|
2024
Q1 | $69.7K | Buy |
1,166
+95
| +9% | +$5.68K | 0.02% | 173 |
|
|
2023
Q4 | $66.1K | Sell |
1,071
-5
| -0.5% | -$309 | 0.03% | 120 |
|
|
2023
Q3 | $62.6K | Sell |
1,076
-64
| -6% | -$3.72K | 0.03% | 128 |
|
|
2023
Q2 | $80.8K | Buy |
1,140
+19
| +2% | +$1.35K | 0.04% | 112 |
|
|
2023
Q1 | $87.7K | Hold |
1,121
| – | – | 0.05% | 91 |
|
|
2022
Q4 | $94K | Sell |
1,121
-206
| -16% | -$17.3K | 0.06% | 90 |
|
|
2022
Q3 | $103K | Hold |
1,327
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $111K | Sell |
1,327
-6
| -0.5% | -$502 | 0.07% | 123 |
|
|
2022
Q1 | $118K | Buy |
+1,333
| New | +$118K | 0.07% | 121 |
|
|
2021
Q2 | $138K | Hold |
1,715
| – | – | 0.09% | 124 |
|
|
2021
Q1 | $149K | Hold |
1,715
| – | – | 0.11% | 109 |
|
|
2020
Q4 | $148K | Buy |
+1,715
| New | +$148K | 0.12% | 94 |
|