Trueblood Wealth Management’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 | $290K | Buy |
4,565
+3
| +0.1% | +$191 | 0.12% | 205 |
|
2025
Q1 | $283K | Buy |
4,562
+66
| +1% | +$4.1K | 0.13% | 194 |
|
2024
Q4 | $258K | Buy |
4,496
+3
| +0.1% | +$172 | 0.13% | 199 |
|
2024
Q3 | $306K | Buy |
4,493
+2
| +0% | +$136 | 0.15% | 176 |
|
2024
Q2 | $255K | Buy |
4,491
+4
| +0.1% | +$227 | 0.14% | 185 |
|
2024
Q1 | $268K | Sell |
4,487
-429
| -9% | -$25.6K | 0.15% | 173 |
|
2023
Q4 | $303K | Buy |
+4,916
| New | +$303K | 0.19% | 150 |
|