Icon 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
2024 Q1	–	Sell	-11,492	Closed	-$709K	–	471
2023 Q4	$709K	Buy	+11,492	New	+$709K	0.07%	151
2022 Q4	$1.68M	Buy	20,013 +3,971	+25%	+$333K	0.19%	105
2022 Q3	$1.25M	Buy	+16,042	New	+$1.25M	0.15%	116