Sightline 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
2023
Q1
Sell
-2,477
Closed -$208K 57
2022
Q4
$208K Buy
+2,477
New +$208K 0.22% 55
2022
Q2
Sell
-2,276
Closed -$201K 53
2022
Q1
$201K Hold
2,276
0.17% 52
2021
Q4
$206K Buy
+2,276
New +$206K 0.18% 51