Sargent Bickham Lagudis’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$92.6K	Hold	1,105	–	–	0.01%	349
2022 Q3	$86K	Hold	1,105	–	–	0.01%	332
2022 Q2	$93K	Sell	1,105 -60	-5%	-$5.05K	0.01%	332
2022 Q1	$103K	Sell	1,165 -471	-29%	-$41.6K	0.01%	332
2021 Q4	$149K	Hold	1,636	–	–	0.01%	279
2021 Q3	$134K	Hold	1,636	–	–	0.01%	293
2021 Q2	$131K	Hold	1,636	–	–	0.01%	308
2021 Q1	$142K	Hold	1,636	–	–	0.01%	290
2020 Q4	$142K	Hold	1,636	–	–	0.01%	285
2020 Q3	$137K	Hold	1,636	–	–	0.01%	252
2020 Q2	$136K	Hold	1,636	–	–	0.01%	240
2020 Q1	$128K	Buy	1,636 +531	+48%	+$41.5K	0.02%	231
2019 Q4	$94K	Buy	1,105 +80	+8%	+$6.81K	0.01%	289
2019 Q3	$88K	Hold	1,025	–	–	0.01%	270
2019 Q2	$78K	Hold	1,025	–	–	0.01%	308
2019 Q1	$73K	Hold	1,025	–	–	0.01%	323
2018 Q4	$67K	Hold	1,025	–	–	0.01%	321
2018 Q3	$63K	Hold	1,025	–	–	0.01%	333
2018 Q2	$60K	Hold	1,025	–	–	0.01%	335
2018 Q1	$60K	Hold	1,025	–	–	0.01%	331
2017 Q4	$65K	Hold	1,025	–	–	0.01%	334
2017 Q3	$62K	Hold	1,025	–	–	0.01%	339
2017 Q2	$62K	Hold	1,025	–	–	0.01%	329
2017 Q1	$60K	Hold	1,025	–	–	0.01%	333
2016 Q4	$57K	Hold	1,025	–	–	0.01%	319
2016 Q3	$56	Hold	1,025	–	–	0.01%	326
2016 Q2	$61K	Hold	1,025	–	–	0.01%	313
2016 Q1	$60K	Buy	+1,025	New	+$60K	0.01%	336