PSI 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 | – | Sell |
-1,481
| Closed | -$92K | – | 270 |
|
2025
Q1 | $92K | Hold |
1,481
| – | – | 0.03% | 177 |
|
2024
Q4 | $85.1K | Sell |
1,481
-8
| -0.5% | -$459 | 0.03% | 198 |
|
2024
Q3 | $101K | Hold |
1,489
| – | – | 0.03% | 192 |
|
2024
Q2 | $84.4K | Buy |
1,489
+781
| +110% | +$44.3K | 0.03% | 198 |
|
2024
Q1 | $42.3K | Sell |
708
-781
| -52% | -$46.7K | 0.02% | 281 |
|
2023
Q4 | $91.9K | Hold |
1,489
| – | – | 0.03% | 189 |
|
2023
Q3 | $86.6K | Buy |
1,489
+781
| +110% | +$45.4K | 0.04% | 188 |
|
2023
Q2 | $50.2K | Hold |
708
| – | – | 0.02% | 242 |
|
2023
Q1 | $55.4K | Hold |
708
| – | – | 0.03% | 211 |
|
2022
Q4 | $59.4K | Hold |
708
| – | – | 0.03% | 200 |
|
2022
Q3 | $55K | Hold |
708
| – | – | 0.03% | 214 |
|
2022
Q2 | $60K | Hold |
708
| – | – | 0.03% | 228 |
|
2022
Q1 | $62K | Hold |
708
| – | – | 0.03% | 243 |
|
2021
Q4 | $64K | Buy |
708
+8
| +1% | +$723 | 0.03% | 251 |
|
2021
Q3 | $57K | Buy |
+700
| New | +$57K | 0.03% | 268 |
|