Summit Wealth Group’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,956	Closed	–	–	141
2023 Q1	$0	Buy	+10,956	New	–	﹤0.01%	191
2021 Q3	–	Sell	-150	Closed	-$12K	–	102
2021 Q2	$12K	Hold	150	–	–	0.02%	98
2021 Q1	$13K	Buy	+150	New	+$13K	0.02%	91