Sterling Financial Planning’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
3,452
| – | – | 0.07% | 110 |
|
|
2025
Q1 | $214K | Buy |
+3,452
| New | +$214K | 0.08% | 105 |
|
|
2024
Q4 | – | Sell |
-3,452
| Closed | -$235K | – | 110 |
|
|
2024
Q3 | $235K | Buy |
+3,452
| New | +$235K | 0.09% | 102 |
|
|
2024
Q2 | – | Sell |
-3,452
| Closed | -$206K | – | 107 |
|
|
2024
Q1 | $206K | Hold |
3,452
| – | – | 0.08% | 104 |
|
|
2023
Q4 | $213K | Hold |
3,452
| – | – | 0.09% | 99 |
|
|
2023
Q3 | $201K | Hold |
3,452
| – | – | 0.1% | 93 |
|
|
2023
Q2 | $245K | Hold |
3,452
| – | – | 0.12% | 87 |
|
|
2023
Q1 | $270K | Buy |
+3,452
| New | +$270K | 0.15% | 81 |
|