Rise 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 | $15.1K | Buy |
238
+2
| +0.8% | +$127 | 0.01% | 716 |
|
2025
Q1 | $14.6K | Sell |
236
-149
| -39% | -$9.24K | 0.01% | 709 |
|
2024
Q4 | $22.1K | Sell |
385
-90
| -19% | -$5.17K | 0.01% | 590 |
|
2024
Q3 | $32.4K | Buy |
475
+5
| +1% | +$341 | 0.02% | 383 |
|
2024
Q2 | $26.7K | Buy |
470
+11
| +2% | +$624 | 0.01% | 433 |
|
2024
Q1 | $27.4K | Buy |
+459
| New | +$27.4K | 0.01% | 426 |
|