Heritage Wealth 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 | $57.3K | Buy |
900
+100
| +13% | +$6.36K | ﹤0.01% | 288 |
|
|
2025
Q1 | $49.7K | Buy |
800
+113
| +16% | +$7.02K | ﹤0.01% | 303 |
|
|
2024
Q4 | $39.5K | Buy |
687
+15
| +2% | +$861 | ﹤0.01% | 336 |
|
|
2024
Q3 | $45.7K | Buy |
672
+172
| +34% | +$11.7K | ﹤0.01% | 335 |
|
|
2024
Q2 | $28.4K | Buy |
500
+100
| +25% | +$5.67K | ﹤0.01% | 358 |
|
|
2024
Q1 | $23.9K | Hold |
400
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $24.7K | Buy |
+400
| New | +$24.7K | ﹤0.01% | 392 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$14.2K | – | 542 |
|
|
2023
Q2 | $14.2K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $15.7K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $16.8K | Hold |
200
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $15.6K | Sell |
200
-400
| -67% | -$31.2K | ﹤0.01% | 398 |
|
|
2022
Q2 | $51K | Hold |
600
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $53K | Hold |
600
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $55K | Hold |
600
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $49.1K | Hold |
600
| – | – | ﹤0.01% | 321 |
|
|
2021
Q2 | $48.1K | Hold |
600
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $52K | Sell |
600
-145
| -19% | -$12.6K | ﹤0.01% | 330 |
|
|
2020
Q4 | $64K | Hold |
745
| – | – | ﹤0.01% | 301 |
|
|
2020
Q3 | $62.2K | Hold |
745
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $62K | Sell |
745
-8
| -1% | -$666 | 0.01% | 243 |
|
|
2020
Q1 | $58.9K | Hold |
753
| – | – | 0.01% | 242 |
|
|
2019
Q4 | $64.1K | Hold |
753
| – | – | 0.01% | 278 |
|
|
2019
Q3 | $64K | Hold |
753
| – | – | 0.01% | 250 |
|
|
2019
Q2 | $57K | Hold |
753
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $53.4K | Buy |
753
+545
| +262% | +$38.7K | 0.01% | 222 |
|
|
2018
Q4 | $13K | Hold |
208
| – | – | ﹤0.01% | 292 |
|
|
2018
Q3 | $12K | Buy |
+208
| New | +$12K | ﹤0.01% | 292 |
|