Independent Advisor Alliance’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $763K | Sell |
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|
2025
Q2 | $698K | Buy |
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|
2025
Q1 | $677K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $639K | Buy |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $558K | Buy |
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|
2020
Q1 | $522K | Buy |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $387K | Sell |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $271K | Buy |
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