Modera 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 | $389K | Buy |
6,120
+57
| +0.9% | +$3.63K | ﹤0.01% | 489 |
|
|
2025
Q1 | $377K | Sell |
6,063
-97
| -2% | -$6.03K | 0.01% | 475 |
|
|
2024
Q4 | $354K | Buy |
6,160
+111
| +2% | +$6.38K | ﹤0.01% | 488 |
|
|
2024
Q3 | $412K | Sell |
6,049
-384
| -6% | -$26.1K | 0.01% | 440 |
|
|
2024
Q2 | $365K | Sell |
6,433
-12
| -0.2% | -$681 | 0.01% | 442 |
|
|
2024
Q1 | $385K | Sell |
6,445
-85
| -1% | -$5.08K | 0.01% | 431 |
|
|
2023
Q4 | $403K | Buy |
6,530
+146
| +2% | +$9.01K | 0.01% | 409 |
|
|
2023
Q3 | $371K | Buy |
6,384
+891
| +16% | +$51.8K | 0.01% | 407 |
|
|
2023
Q2 | $390K | Buy |
5,493
+638
| +13% | +$45.2K | 0.01% | 421 |
|
|
2023
Q1 | $380K | Hold |
4,855
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $407K | Sell |
4,855
-36
| -0.7% | -$3.02K | 0.02% | 235 |
|
|
2022
Q3 | $381K | Buy |
4,891
+15
| +0.3% | +$1.17K | 0.02% | 214 |
|
|
2022
Q2 | $412K | Sell |
4,876
-13
| -0.3% | -$1.1K | 0.02% | 217 |
|
|
2022
Q1 | $431K | Sell |
4,889
-1,401
| -22% | -$124K | 0.02% | 225 |
|
|
2021
Q4 | $572K | Buy |
+6,290
| New | +$572K | 0.02% | 252 |
|