Icon Wealth Partners’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $393K | Sell |
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2023
Q2 | $968K | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $500K | Buy |
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|
2020
Q3 | $441K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Buy |
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