Integrated Wealth Concepts’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 | $1.64M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $916K | Buy |
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|
2021
Q2 | $636K | Sell |
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|
2021
Q1 | $775K | Buy |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $723K | Sell |
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|
2020
Q2 | $734K | Sell |
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|
2020
Q1 | $727K | Buy |
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|
2019
Q4 | $780K | Buy |
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|
2019
Q3 | $775K | Buy |
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|
2019
Q2 | $687K | Buy |
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|
2019
Q1 | $627K | Sell |
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|
2018
Q4 | $582K | Hold |
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|
2018
Q3 | $551K | Buy |
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|
2018
Q2 | $447K | Hold |
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|
2018
Q1 | $444K | Hold |
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|
2017
Q4 | $471K | Buy |
|