Simplicity Wealth’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,197
Closed -$295K 706
2024
Q2
$295K Sell
5,197
-557
-10% -$31.6K 0.01% 952
2024
Q1
$344K Buy
+5,754
New +$344K 0.01% 872