Parcion Private Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $258K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $241K | Buy |
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