MWM
Mattern Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,278
| Closed | -$943K | – | 180 |
|
|
2023
Q4 | $943K | Sell |
15,278
-300
| -2% | -$18.5K | 0.24% | 87 |
|
|
2023
Q3 | $906K | Buy |
15,578
+3,838
| +33% | +$223K | 0.27% | 87 |
|
|
2023
Q2 | $833K | Buy |
11,740
+2,666
| +29% | +$189K | 0.24% | 88 |
|
|
2023
Q1 | $710K | Buy |
+9,074
| New | +$710K | 0.24% | 94 |
|
|
2021
Q1 | – | Sell |
-14,021
| Closed | -$1.21M | – | 156 |
|
|
2020
Q4 | $1.21M | Sell |
14,021
-1,232
| -8% | -$107K | 0.46% | 62 |
|
|
2020
Q3 | $1.27M | Buy |
15,253
+221
| +1% | +$18.5K | 0.55% | 58 |
|
|
2020
Q2 | $1.25M | Buy |
15,032
+2,063
| +16% | +$172K | 0.61% | 52 |
|
|
2020
Q1 | $1.01M | Sell |
12,969
-452
| -3% | -$35.3K | 0.73% | 44 |
|
|
2019
Q4 | $1.14M | Buy |
+13,421
| New | +$1.14M | 0.69% | 57 |
|