SPA
Shore Point Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
4,542
| – | – | 0.14% | 62 |
|
|
2025
Q1 | $282K | Hold |
4,542
| – | – | 0.15% | 56 |
|
|
2024
Q4 | $261K | Hold |
4,542
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $309K | Hold |
4,542
| – | – | 0.17% | 51 |
|
|
2024
Q2 | $258K | Hold |
4,542
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $272K | Hold |
4,542
| – | – | 0.16% | 50 |
|
|
2023
Q4 | $280K | Sell |
4,542
-1
| -0% | -$62 | 0.17% | 48 |
|
|
2023
Q3 | $264K | Hold |
4,543
| – | – | 0.19% | 45 |
|
|
2023
Q2 | $322K | Hold |
4,543
| – | – | 0.23% | 41 |
|
|
2023
Q1 | $356K | Hold |
4,543
| – | – | 0.27% | 36 |
|
|
2022
Q4 | $381K | Hold |
4,543
| – | – | 0.31% | 34 |
|
|
2022
Q3 | $354K | Hold |
4,543
| – | – | 0.35% | 25 |
|
|
2022
Q2 | $384K | Hold |
4,543
| – | – | 0.36% | 26 |
|
|
2022
Q1 | $401K | Hold |
4,543
| – | – | 0.35% | 25 |
|
|
2021
Q4 | $413K | Buy |
+4,543
| New | +$413K | 0.34% | 26 |
|