Melfa Wealth Management’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 | $251K | Hold |
3,941
| – | – | 0.16% | 146 |
|
|
2025
Q1 | $245K | Hold |
3,941
| – | – | 0.17% | 146 |
|
|
2024
Q4 | $226K | Hold |
3,941
| – | – | 0.15% | 152 |
|
|
2024
Q3 | $268K | Hold |
3,941
| – | – | 0.18% | 131 |
|
|
2024
Q2 | $223K | Buy |
3,941
+17
| +0.4% | +$964 | 0.16% | 147 |
|
|
2024
Q1 | $235K | Hold |
3,924
| – | – | 0.17% | 139 |
|
|
2023
Q4 | $242K | Buy |
3,924
+15
| +0.4% | +$926 | 0.23% | 95 |
|
|
2023
Q3 | $227K | Buy |
3,909
+15
| +0.4% | +$872 | 0.25% | 93 |
|
|
2023
Q2 | $276K | Buy |
3,894
+13
| +0.3% | +$922 | 0.28% | 83 |
|
|
2023
Q1 | $304K | Buy |
3,881
+12
| +0.3% | +$939 | 0.3% | 78 |
|
|
2022
Q4 | $324K | Buy |
+3,869
| New | +$324K | 0.34% | 76 |
|