SWA
SOA Wealth Advisors’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74 | Hold |
1
| – | – | ﹤0.01% | 848 |
|
|
2025
Q1 | $72 | Hold |
1
| – | – | ﹤0.01% | 856 |
|
|
2024
Q4 | $66 | Hold |
1
| – | – | ﹤0.01% | 852 |
|
|
2024
Q3 | $77 | Hold |
1
| – | – | ﹤0.01% | 817 |
|
|
2024
Q2 | $63 | Sell |
1
-7
| -88% | -$441 | ﹤0.01% | 836 |
|
|
2024
Q1 | $483 | Hold |
8
| – | – | ﹤0.01% | 807 |
|
|
2023
Q4 | $499 | Hold |
8
| – | – | ﹤0.01% | 799 |
|
|
2023
Q3 | $469 | Hold |
8
| – | – | ﹤0.01% | 827 |
|
|
2023
Q2 | $571 | Hold |
8
| – | – | ﹤0.01% | 819 |
|
|
2023
Q1 | $630 | Hold |
8
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $674 | Sell |
8
-8
| -50% | -$674 | ﹤0.01% | 828 |
|
|
2022
Q3 | $1K | Sell |
16
-10
| -38% | -$625 | ﹤0.01% | 761 |
|
|
2022
Q2 | $2K | Sell |
26
-47
| -64% | -$3.62K | ﹤0.01% | 693 |
|
|
2022
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 657 |
|
|
2021
Q4 | $6K | Hold |
73
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $5K | Buy |
73
+15
| +26% | +$1.03K | ﹤0.01% | 663 |
|
|
2021
Q1 | $5K | Sell |
58
-15
| -21% | -$1.29K | ﹤0.01% | 613 |
|
|
2020
Q4 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 580 |
|