Pacific Capital Wealth 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
Q1 | – | Sell |
-31
| Closed | -$1.78K | – | 178 |
|
|
2024
Q4 | $1.78K | Hold |
31
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $2.11K | Hold |
31
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $1.76K | Hold |
31
| – | – | ﹤0.01% | 444 |
|
|
2024
Q1 | $1.85K | Hold |
31
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $1.91K | Buy |
+31
| New | +$1.91K | ﹤0.01% | 288 |
|