LVW 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
Q1 | – | Sell |
-4,022
| Closed | -$231K | – | 303 |
|
|
2024
Q4 | $231K | Sell |
4,022
-141
| -3% | -$8.1K | 0.03% | 280 |
|
|
2024
Q3 | $283K | Sell |
4,163
-1,235
| -23% | -$84K | 0.04% | 253 |
|
|
2024
Q2 | $306K | Sell |
5,398
-2,654
| -33% | -$151K | 0.04% | 229 |
|
|
2024
Q1 | $481K | Buy |
8,052
+552
| +7% | +$33K | 0.08% | 170 |
|
|
2023
Q4 | $463K | Buy |
+7,500
| New | +$463K | 0.09% | 166 |
|