IMA Advisory Services’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 | $193 | Buy |
+3
| New | +$193 | ﹤0.01% | 501 |
|
|
2017
Q3 | – | Sell |
-6,228
| Closed | -$378K | – | 125 |
|
|
2017
Q2 | $378K | Sell |
6,228
-1,503
| -19% | -$91.2K | 0.18% | 108 |
|
|
2017
Q1 | $454K | Buy |
7,731
+873
| +13% | +$51.3K | 0.23% | 106 |
|
|
2016
Q4 | $379K | Sell |
6,858
-1,900
| -22% | -$105K | 0.23% | 95 |
|
|
2016
Q3 | $475K | Buy |
8,758
+3,395
| +63% | +$184K | 0.27% | 84 |
|
|
2016
Q2 | $321K | Sell |
5,363
-436
| -8% | -$26.1K | 0.2% | 87 |
|
|
2016
Q1 | $313K | Buy |
+5,799
| New | +$313K | 0.18% | 90 |
|