Hemington 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 |
257
+81
| +46% | +$5.04K | ﹤0.01% | 693 |
|
2025
Q1 | $10K | Buy |
176
+108
| +159% | +$6.14K | ﹤0.01% | 812 |
|
2024
Q4 | $3K | Sell |
68
-11
| -14% | -$485 | ﹤0.01% | 1160 |
|
2024
Q3 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 930 |
|
2023
Q3 | – | Sell |
-4,181
| Closed | -$296K | – | 95 |
|
2023
Q2 | $296K | Hold |
4,181
| – | – | 0.12% | 82 |
|
2023
Q1 | $327K | Hold |
4,181
| – | – | 0.13% | 77 |
|
2022
Q4 | $350K | Buy |
4,181
+76
| +2% | +$6.36K | 0.15% | 67 |
|
2022
Q3 | $320K | Hold |
4,105
| – | – | 0.14% | 68 |
|
2022
Q2 | $347K | Hold |
4,105
| – | – | 0.14% | 72 |
|
2022
Q1 | $362K | Sell |
4,105
-3
| -0.1% | -$265 | 0.12% | 78 |
|
2021
Q4 | $355K | Hold |
4,108
| – | – | 0.16% | 62 |
|
2021
Q3 | $336K | Hold |
4,108
| – | – | 0.12% | 74 |
|
2021
Q2 | $330K | Hold |
4,108
| – | – | 0.14% | 71 |
|
2021
Q1 | $356K | Hold |
4,108
| – | – | 0.15% | 64 |
|
2020
Q4 | $355K | Buy |
+4,108
| New | +$355K | 0.16% | 62 |
|