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Mindset Wealth Management’s Eversource Energy ES Stock Holding History

Mindset Wealth Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$244K Hold
3,836
– – 0.08% 134
2025
Q1 		$238K Sell
3,836
-3,584
-48% -$223K 0.09% 121
2024
Q4 		$426K Sell
7,420
-250
-3% -$14.4K 0.16% 73
2024
Q3 		$522K Buy
+7,670
New +$522K 0.22% 52