Prossimo 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
Q2 | $303K | Sell |
4,756
-844
| -15% | -$53.8K | 0.24% | 101 |
|
2025
Q1 | $348K | Buy |
5,600
+15
| +0.3% | +$932 | 0.26% | 104 |
|
2024
Q4 | $321K | Sell |
5,585
-484
| -8% | -$27.8K | 0.23% | 110 |
|
2024
Q3 | $413K | Buy |
6,069
+250
| +4% | +$17K | 0.3% | 101 |
|
2024
Q2 | $330K | Buy |
5,819
+299
| +5% | +$17K | 0.3% | 99 |
|
2024
Q1 | $330K | Sell |
5,520
-1,350
| -20% | -$80.7K | 0.64% | 42 |
|
2023
Q4 | $424K | Sell |
6,870
-950
| -12% | -$58.6K | 0.9% | 37 |
|
2023
Q3 | $455K | Hold |
7,820
| – | – | 1.07% | 32 |
|
2023
Q2 | $555K | Hold |
7,820
| – | – | 0.53% | 68 |
|
2023
Q1 | $612K | Sell |
7,820
-260
| -3% | -$20.3K | 1.49% | 19 |
|
2022
Q4 | $677K | Buy |
+8,080
| New | +$677K | 1.56% | 23 |
|