Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
4,353
-323
| -7% | -$20.5K | 0.01% | 866 |
|
|
2025
Q1 | $290K | Buy |
4,676
+74
| +2% | +$4.6K | 0.01% | 822 |
|
|
2024
Q4 | $267K | Buy |
4,602
+1,104
| +32% | +$64.2K | 0.01% | 860 |
|
|
2024
Q3 | $238K | Sell |
3,498
-92
| -3% | -$6.26K | 0.01% | 866 |
|
|
2024
Q2 | $204K | Sell |
3,590
-161
| -4% | -$9.13K | 0.01% | 810 |
|
|
2024
Q1 | $224K | Sell |
3,751
-394
| -10% | -$23.6K | 0.01% | 773 |
|
|
2023
Q4 | $256K | Buy |
+4,145
| New | +$256K | 0.01% | 710 |
|
|
2023
Q1 | – | Sell |
-2,444
| Closed | -$205K | – | 710 |
|
|
2022
Q4 | $205K | Buy |
+2,444
| New | +$205K | 0.01% | 650 |
|
|
2021
Q1 | – | Sell |
-1,845
| Closed | -$160K | – | 645 |
|
|
2020
Q4 | $160K | Buy |
+1,845
| New | +$160K | 0.02% | 441 |
|