JFS Wealth Advisors’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 | $2.04K | Sell |
32
-117
| -79% | -$7.44K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $9.26K | Buy |
149
+64
| +75% | +$3.98K | ﹤0.01% | 903 |
|
|
2024
Q4 | $4.88K | Sell |
85
-36
| -30% | -$2.07K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $8.24K | Buy |
121
+46
| +61% | +$3.13K | ﹤0.01% | 925 |
|
|
2024
Q2 | $4.25K | Sell |
75
-4
| -5% | -$227 | ﹤0.01% | 1127 |
|
|
2024
Q1 | $4.72K | Sell |
79
-14
| -15% | -$837 | ﹤0.01% | 1124 |
|
|
2023
Q4 | $5.74K | Buy |
93
+68
| +272% | +$4.2K | ﹤0.01% | 999 |
|
|
2023
Q3 | $1.45K | Sell |
25
-44
| -64% | -$2.56K | ﹤0.01% | 1483 |
|
|
2023
Q2 | $4.89K | Sell |
69
-42
| -38% | -$2.98K | ﹤0.01% | 1012 |
|
|
2023
Q1 | $8.69K | Sell |
111
-111
| -50% | -$8.69K | ﹤0.01% | 765 |
|
|
2022
Q4 | $18.6K | Sell |
222
-22
| -9% | -$1.84K | ﹤0.01% | 549 |
|
|
2022
Q3 | $19K | Sell |
244
-21
| -8% | -$1.64K | ﹤0.01% | 582 |
|
|
2022
Q2 | $22K | Buy |
265
+50
| +23% | +$4.15K | ﹤0.01% | 569 |
|
|
2022
Q1 | $19K | Buy |
215
+48
| +29% | +$4.24K | ﹤0.01% | 617 |
|
|
2021
Q4 | $15K | Buy |
167
+32
| +24% | +$2.87K | ﹤0.01% | 617 |
|
|
2021
Q3 | $11K | Hold |
135
| – | – | ﹤0.01% | 628 |
|
|
2021
Q2 | $11K | Hold |
135
| – | – | ﹤0.01% | 431 |
|
|
2021
Q1 | $12K | Hold |
135
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $12K | Hold |
135
| – | – | ﹤0.01% | 400 |
|
|
2020
Q3 | $11K | Hold |
135
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $11K | Hold |
135
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $11K | Hold |
135
| – | – | ﹤0.01% | 343 |
|
|
2019
Q4 | $11K | Hold |
135
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 356 |
|
|
2019
Q2 | $10K | Hold |
135
| – | – | ﹤0.01% | 365 |
|
|
2019
Q1 | $10K | Hold |
135
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $9K | Hold |
135
| – | – | ﹤0.01% | 354 |
|
|
2018
Q3 | $8K | Hold |
135
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $8K | Buy |
+135
| New | +$8K | ﹤0.01% | 383 |
|