MWM
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Mascoma Wealth Management’s Eversource Energy ES Stock Holding History

Mascoma Wealth Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-300
Closed -$23.3K – 522
2023
Q1 		$23.3K Hold
300
– – 0.01% 322
2022
Q4 		$25.2K Buy
+300
New +$23.8K 0.01% 307
2019
Q3 		– Sell
-787
Closed -$60K – 160
2019
Q2 		$60K Hold
787
– – 0.04% 147
2019
Q1 		$56K Hold
787
– – 0.04% 142
2018
Q4 		$51K Hold
787
– – 0.04% 139
2018
Q3 		$48K Hold
787
– – 0.03% 163
2018
Q2 		$46K Buy
+787
New +$45.3K 0.03% 160

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