Kingswood 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
2024 Q4	–	Sell	-10,673	Closed	-$726K	–	829
2024 Q3	$726K	Buy	10,673 +2	+0%	+$136	0.05%	360
2024 Q2	$605K	Sell	10,671 -495	-4%	-$28.1K	0.05%	339
2024 Q1	$667K	Sell	11,166 -867	-7%	-$51.8K	0.08%	277
2023 Q4	$743K	Buy	+12,033	New	+$743K	0.08%	258