HWMG
Hurlow Wealth Management Group’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
3,827
-19
| -0.5% | -$1.21K | 0.07% | 115 |
|
|
2025
Q1 | $239K | Buy |
3,846
+5
| +0.1% | +$311 | 0.07% | 110 |
|
|
2024
Q4 | $221K | Sell |
3,841
-80
| -2% | -$4.59K | 0.07% | 114 |
|
|
2024
Q3 | $267K | Buy |
3,921
+2
| +0.1% | +$136 | 0.08% | 102 |
|
|
2024
Q2 | $222K | Hold |
3,919
| – | – | 0.08% | 111 |
|
|
2024
Q1 | $234K | Sell |
3,919
-263
| -6% | -$15.7K | 0.08% | 104 |
|
|
2023
Q4 | $258K | Buy |
4,182
+4
| +0.1% | +$247 | 0.1% | 95 |
|
|
2023
Q3 | $243K | Sell |
4,178
-1
| -0% | -$58 | 0.11% | 94 |
|
|
2023
Q2 | $296K | Sell |
4,179
-1
| -0% | -$71 | 0.13% | 84 |
|
|
2023
Q1 | $327K | Sell |
4,180
-2
| -0% | -$157 | 0.15% | 75 |
|
|
2022
Q4 | $351K | Buy |
4,182
+10
| +0.2% | +$838 | 0.18% | 72 |
|
|
2022
Q3 | $325K | Sell |
4,172
-95
| -2% | -$7.4K | 0.19% | 69 |
|
|
2022
Q2 | $360K | Hold |
4,267
| – | – | 0.21% | 64 |
|
|
2022
Q1 | $376K | Sell |
4,267
-214
| -5% | -$18.9K | 0.23% | 64 |
|
|
2021
Q4 | $392K | Hold |
4,481
| – | – | 0.31% | 57 |
|
|
2021
Q3 | $366K | Hold |
4,481
| – | – | 0.22% | 65 |
|
|
2021
Q2 | $360K | Hold |
4,481
| – | – | 0.24% | 66 |
|
|
2021
Q1 | $388K | Hold |
4,481
| – | – | 0.28% | 61 |
|
|
2020
Q4 | $388K | Hold |
4,481
| – | – | 0.3% | 60 |
|
|
2020
Q3 | $374K | Hold |
4,481
| – | – | 0.34% | 54 |
|
|
2020
Q2 | $385K | Sell |
4,481
-16
| -0.4% | -$1.38K | 0.37% | 50 |
|
|
2020
Q1 | $400K | Hold |
4,497
| – | – | 0.43% | 53 |
|
|
2019
Q4 | $393K | Sell |
4,497
-12
| -0.3% | -$1.05K | 0.38% | 58 |
|
|
2019
Q3 | $382K | Hold |
4,509
| – | – | 0.41% | 58 |
|
|
2019
Q2 | $350K | Hold |
4,509
| – | – | 0.37% | 65 |
|
|
2019
Q1 | $323K | Sell |
4,509
-227
| -5% | -$16.3K | 0.35% | 69 |
|
|
2018
Q4 | $318K | Buy |
+4,736
| New | +$318K | 0.38% | 60 |
|