MSWM
Mowery & Schoenfeld Wealth Management’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Hold |
708
| – | – | 0.07% | 118 |
|
|
2025
Q1 | $44K | Sell |
708
-58
| -8% | -$3.6K | 0.09% | 140 |
|
|
2024
Q4 | $44K | Buy |
766
+58
| +8% | +$3.33K | 0.09% | 117 |
|
|
2024
Q3 | $48.2K | Hold |
708
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $40.2K | Hold |
708
| – | – | 0.06% | 110 |
|
|
2024
Q1 | $42.3K | Hold |
708
| – | – | 0.08% | 79 |
|
|
2023
Q4 | $43.7K | Buy |
+708
| New | +$43.7K | 0.09% | 74 |
|