TD Private Client Wealth’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 | $92.8K | Buy |
1,459
+86
| +6% | +$5.47K | ﹤0.01% | 750 |
|
|
2025
Q1 | $85.3K | Sell |
1,373
-26
| -2% | -$1.62K | ﹤0.01% | 724 |
|
|
2024
Q4 | $80.3K | Sell |
1,399
-265
| -16% | -$15.2K | ﹤0.01% | 743 |
|
|
2024
Q3 | $113K | Buy |
1,664
+71
| +4% | +$4.83K | ﹤0.01% | 697 |
|
|
2024
Q2 | $90.3K | Sell |
1,593
-5
| -0.3% | -$284 | ﹤0.01% | 703 |
|
|
2024
Q1 | $95.5K | Sell |
1,598
-96
| -6% | -$5.74K | ﹤0.01% | 701 |
|
|
2023
Q4 | $105K | Buy |
1,694
+800
| +89% | +$49.4K | ﹤0.01% | 683 |
|
|
2023
Q3 | $52K | Sell |
894
-1,459
| -62% | -$84.8K | ﹤0.01% | 767 |
|
|
2023
Q2 | $167K | Buy |
2,353
+30
| +1% | +$2.13K | 0.01% | 582 |
|
|
2023
Q1 | $182K | Sell |
2,323
-119
| -5% | -$9.31K | 0.01% | 561 |
|
|
2022
Q4 | $205K | Sell |
2,442
-330
| -12% | -$27.7K | 0.01% | 539 |
|
|
2022
Q3 | $216K | Buy |
2,772
+253
| +10% | +$19.7K | 0.01% | 522 |
|
|
2022
Q2 | $213K | Sell |
2,519
-137
| -5% | -$11.6K | 0.01% | 522 |
|
|
2022
Q1 | $234K | Sell |
2,656
-360
| -12% | -$31.7K | 0.01% | 520 |
|
|
2021
Q4 | $274K | Sell |
3,016
-17,366
| -85% | -$1.58M | 0.01% | 495 |
|
|
2021
Q3 | $1.67M | Sell |
20,382
-227
| -1% | -$18.6K | 0.07% | 265 |
|
|
2021
Q2 | $1.65M | Sell |
20,609
-149
| -0.7% | -$12K | 0.07% | 266 |
|
|
2021
Q1 | $1.8M | Sell |
20,758
-273
| -1% | -$23.6K | 0.08% | 244 |
|
|
2020
Q4 | $1.82M | Sell |
21,031
-617
| -3% | -$53.4K | 0.09% | 230 |
|
|
2020
Q3 | $1.81M | Sell |
21,648
-331
| -2% | -$27.7K | 0.1% | 208 |
|
|
2020
Q2 | $1.83M | Buy |
21,979
+2,033
| +10% | +$169K | 0.11% | 196 |
|
|
2020
Q1 | $1.56M | Sell |
19,946
-4,205
| -17% | -$329K | 0.11% | 173 |
|
|
2019
Q4 | $2.05M | Buy |
+24,151
| New | +$2.05M | 0.12% | 176 |
|