MLA
My Legacy Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
8,896
+460
| +5% | +$30.4K | 0.21% | 130 |
|
|
2025
Q1 | $524K | Buy |
8,436
+472
| +6% | +$29.3K | 0.2% | 134 |
|
|
2024
Q4 | $451K | Sell |
7,964
-647
| -8% | -$36.6K | 0.18% | 139 |
|
|
2024
Q3 | $586K | Sell |
8,611
-2,256
| -21% | -$154K | 0.23% | 121 |
|
|
2024
Q2 | $616K | Buy |
10,867
+163
| +2% | +$9.24K | 0.2% | 133 |
|
|
2024
Q1 | $640K | Sell |
10,704
-275
| -3% | -$16.4K | 0.21% | 132 |
|
|
2023
Q4 | $627K | Sell |
10,979
-379
| -3% | -$21.6K | 0.23% | 132 |
|
|
2023
Q3 | $612K | Buy |
11,358
+957
| +9% | +$51.6K | 0.25% | 125 |
|
|
2023
Q2 | $760K | Sell |
10,401
-88
| -0.8% | -$6.43K | 0.3% | 110 |
|
|
2023
Q1 | $844K | Buy |
10,489
+347
| +3% | +$27.9K | 0.36% | 89 |
|
|
2022
Q4 | $815K | Buy |
10,142
+510
| +5% | +$41K | 0.35% | 101 |
|
|
2022
Q3 | $699K | Buy |
9,632
+314
| +3% | +$22.8K | 0.35% | 103 |
|
|
2022
Q2 | $780K | Buy |
9,318
+844
| +10% | +$70.7K | 0.39% | 85 |
|
|
2022
Q1 | $747K | Buy |
+8,474
| New | +$747K | 0.35% | 101 |
|