Salem Investment Counselors’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 | $33.6K | Sell |
528
-17
| -3% | -$1.08K | ﹤0.01% | 653 |
|
|
2025
Q1 | $33.9K | Hold |
545
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $31.3K | Hold |
545
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $37.1K | Hold |
545
| – | – | ﹤0.01% | 641 |
|
|
2024
Q2 | $30.9K | Hold |
545
| – | – | ﹤0.01% | 652 |
|
|
2024
Q1 | $32.6K | Buy |
545
+181
| +50% | +$10.8K | ﹤0.01% | 637 |
|
|
2023
Q4 | $22.5K | Hold |
364
| – | – | ﹤0.01% | 679 |
|
|
2023
Q3 | $21.2K | Hold |
364
| – | – | ﹤0.01% | 665 |
|
|
2023
Q2 | $25.8K | Hold |
364
| – | – | ﹤0.01% | 647 |
|
|
2023
Q1 | $28.5K | Hold |
364
| – | – | ﹤0.01% | 634 |
|
|
2022
Q4 | $30.5K | Hold |
364
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $28K | Buy |
364
+74
| +26% | +$5.69K | ﹤0.01% | 579 |
|
|
2022
Q2 | $24K | Hold |
290
| – | – | ﹤0.01% | 634 |
|
|
2022
Q1 | $26K | Sell |
290
-46
| -14% | -$4.12K | ﹤0.01% | 610 |
|
|
2021
Q4 | $31K | Buy |
336
+92
| +38% | +$8.49K | ﹤0.01% | 634 |
|
|
2021
Q3 | $20K | Hold |
244
| – | – | ﹤0.01% | 639 |
|
|
2021
Q2 | $20K | Sell |
244
-83
| -25% | -$6.8K | ﹤0.01% | 622 |
|
|
2021
Q1 | $28K | Buy |
327
+211
| +182% | +$18.1K | ﹤0.01% | 543 |
|
|
2020
Q4 | $10K | Buy |
+116
| New | +$10K | ﹤0.01% | 645 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$1K | – | 706 |
|
|
2020
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 668 |
|
|
2017
Q3 | – | Sell |
-69
| Closed | -$4K | – | 600 |
|
|
2017
Q2 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 531 |
|