IMA Advisory Services’s Eversource Energy ES Stock Holding History

IMA Advisory Services’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$213	Hold
2025 Q2	$193	Buy
2017 Q3	–	Sell
2017 Q2	$378K	Sell
2017 Q1	$454K	Buy
2016 Q4	$379K	Sell
2016 Q3	$475K	Buy
2016 Q2	$321K	Sell
2016 Q1	$313K	Buy