Golden State 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 | $16K | Buy |
252
+2
| +0.8% | +$127 | ﹤0.01% | 939 |
|
|
2025
Q1 | $15.6K | Buy |
250
+2
| +0.8% | +$124 | ﹤0.01% | 871 |
|
|
2024
Q4 | $14.3K | Buy |
+248
| New | +$14.3K | ﹤0.01% | 858 |
|
|
2020
Q2 | – | Sell |
-767
| Closed | -$60K | – | 380 |
|
|
2020
Q1 | $60K | Buy |
+767
| New | +$60K | 0.03% | 329 |
|
|
2019
Q4 | – | Sell |
-767
| Closed | -$66K | – | 300 |
|
|
2019
Q3 | $66K | Buy |
767
+1
| +0.1% | +$86 | 0.02% | 377 |
|
|
2019
Q2 | $58K | Sell |
766
-48
| -6% | -$3.63K | 0.02% | 420 |
|
|
2019
Q1 | $58K | Buy |
+814
| New | +$58K | 0.02% | 408 |
|