Mark Sheptoff Financial Planning’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 | $7.51K | Hold |
118
| – | – | ﹤0.01% | 364 |
|
|
2025
Q1 | $7.33K | Hold |
118
| – | – | ﹤0.01% | 343 |
|
|
2024
Q4 | $6.78K | Hold |
118
| – | – | ﹤0.01% | 342 |
|
|
2024
Q3 | $8.03K | Hold |
118
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $6.69K | Hold |
118
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $7.05K | Hold |
118
| – | – | ﹤0.01% | 314 |
|
|
2023
Q4 | $7.28K | Hold |
118
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $6.86K | Hold |
118
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $8.37K | Hold |
118
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $9.24K | Hold |
118
| – | – | 0.01% | 267 |
|
|
2022
Q4 | $9.89K | Hold |
118
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $9K | Sell |
118
-170
| -59% | -$13K | 0.01% | 258 |
|
|
2022
Q2 | $24K | Hold |
288
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $25K | Sell |
288
-826
| -74% | -$71.7K | 0.01% | 229 |
|
|
2021
Q4 | $101K | Hold |
1,114
| – | – | 0.05% | 138 |
|
|
2021
Q3 | $91K | Hold |
1,114
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $89K | Buy |
1,114
+826
| +287% | +$66K | 0.05% | 143 |
|
|
2021
Q1 | $25K | Hold |
288
| – | – | 0.01% | 212 |
|
|
2020
Q4 | $25K | Sell |
288
-46
| -14% | -$3.99K | 0.01% | 199 |
|
|
2020
Q3 | $28K | Sell |
334
-170
| -34% | -$14.3K | 0.02% | 174 |
|
|
2020
Q2 | $42K | Hold |
504
| – | – | 0.03% | 155 |
|
|
2020
Q1 | $39K | Hold |
504
| – | – | 0.03% | 146 |
|
|
2019
Q4 | $43K | Hold |
504
| – | – | 0.03% | 160 |
|
|
2019
Q3 | $43K | Buy |
504
+170
| +51% | +$14.5K | 0.03% | 156 |
|
|
2019
Q2 | $25K | Sell |
334
-100
| -23% | -$7.49K | 0.02% | 198 |
|
|
2019
Q1 | $31K | Hold |
434
| – | – | 0.02% | 178 |
|
|
2018
Q4 | $28K | Hold |
434
| – | – | 0.02% | 170 |
|
|
2018
Q3 | $27K | Hold |
434
| – | – | 0.02% | 210 |
|
|
2018
Q2 | $25K | Hold |
434
| – | – | 0.02% | 209 |
|
|
2018
Q1 | $26K | Hold |
434
| – | – | 0.02% | 210 |
|
|
2017
Q4 | $27K | Hold |
434
| – | – | 0.02% | 218 |
|
|
2017
Q3 | $26K | Hold |
434
| – | – | 0.02% | 221 |
|
|
2017
Q2 | $26K | Sell |
434
-1
| -0.2% | -$60 | 0.02% | 210 |
|
|
2017
Q1 | $26K | Buy |
435
+1
| +0.2% | +$60 | 0.02% | 214 |
|
|
2016
Q4 | $24K | Hold |
434
| – | – | 0.02% | 207 |
|
|
2016
Q3 | $24K | Hold |
434
| – | – | 0.02% | 208 |
|
|
2016
Q2 | $26K | Buy |
434
+93
| +27% | +$5.57K | 0.02% | 190 |
|
|
2016
Q1 | $20K | Hold |
341
| – | – | 0.02% | 204 |
|
|
2015
Q4 | $17K | Hold |
341
| – | – | 0.01% | 235 |
|
|
2015
Q3 | $17K | Buy |
341
+100
| +41% | +$4.99K | 0.01% | 220 |
|
|
2015
Q2 | $11K | Buy |
241
+216
| +864% | +$9.86K | 0.01% | 265 |
|
|
2015
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 321 |
|
|
2014
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 316 |
|
|
2014
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 327 |
|
|
2014
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 333 |
|
|
2014
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 345 |
|