True Wealth Design’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $78.7K | Buy |
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|
2025
Q2 | $38.7K | Buy |
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|
2025
Q1 | $5.89K | Buy |
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|
2024
Q4 | $1.37K | Sell |
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|
2024
Q3 | $52.7K | Buy |
|
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|
2024
Q2 | $397 | Hold |
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|
2024
Q1 | $419 | Buy |
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|
2023
Q4 | $309 | Hold |
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|
2023
Q3 | $291 | Hold |
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|
2023
Q2 | $355 | Hold |
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|
2023
Q1 | $392 | Hold |
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|
2022
Q4 | $419 | Buy |
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