J.W. Cole Advisors’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 | $907K | Sell |
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|
2025
Q2 | $818K | Buy |
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|
2025
Q1 | $667K | Buy |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $578K | Sell |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $559K | Buy |
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|
2020
Q4 | $494K | Sell |
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|
2020
Q3 | $768K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $328K | Buy |
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