Moran 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
2023
Q3
Sell
-116,646
Closed -$8.27M 382
2023
Q2
$8.27M Sell
116,646
-4,693
-4% -$333K 0.31% 116
2023
Q1
$9.5M Buy
121,339
+27,847
+30% +$2.18M 0.36% 104
2022
Q4
$7.84M Buy
+93,492
New +$7.84M 0.3% 107