MONECO Advisors’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 | $489K | Buy |
7,685
+38
| +0.5% | +$2.42K | 0.05% | 300 |
|
|
2025
Q1 | $475K | Sell |
7,647
-4
| -0.1% | -$248 | 0.05% | 296 |
|
|
2024
Q4 | $439K | Buy |
7,651
+1,073
| +16% | +$61.6K | 0.05% | 301 |
|
|
2024
Q3 | $448K | Buy |
6,578
+2,338
| +55% | +$159K | 0.06% | 278 |
|
|
2024
Q2 | $240K | Buy |
4,240
+68
| +2% | +$3.86K | 0.04% | 368 |
|
|
2024
Q1 | $249K | Buy |
+4,172
| New | +$249K | 0.04% | 353 |
|
|
2023
Q3 | – | Sell |
-2,822
| Closed | -$200K | – | 340 |
|
|
2023
Q2 | $200K | Sell |
2,822
-46
| -2% | -$3.26K | 0.05% | 331 |
|
|
2023
Q1 | $224K | Buy |
+2,868
| New | +$224K | 0.07% | 293 |
|