Private Wealth Management Group’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 | $15.9K | Sell |
250
-55
| -18% | -$3.5K | 0.01% | 362 |
|
|
2025
Q1 | $18.9K | Sell |
305
-1
| -0.3% | -$62 | 0.01% | 308 |
|
|
2024
Q4 | $17.6K | Buy |
306
+91
| +42% | +$5.23K | 0.01% | 334 |
|
|
2024
Q3 | $14.6K | Buy |
215
+2
| +0.9% | +$136 | 0.01% | 354 |
|
|
2024
Q2 | $12.1K | Buy |
213
+31
| +17% | +$1.76K | 0.01% | 395 |
|
|
2024
Q1 | $10.9K | Buy |
182
+21
| +13% | +$1.26K | ﹤0.01% | 388 |
|
|
2023
Q4 | $9.94K | Buy |
+161
| New | +$9.94K | ﹤0.01% | 405 |
|