San Luis Wealth 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	$714K	Buy	11,216 +67	+0.6%	+$4.27K	0.15%	75
2025 Q1	$692K	Buy	+11,149	New	+$692K	0.16%	66
2022 Q2	–	Sell	-1,620	Closed	-$147K	–	183
2022 Q1	$147K	Buy	+1,620	New	+$147K	0.07%	176
2020 Q4	$370K	Buy	+4,275	New	+$370K	0.24%	102