Valmark Advisers’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 | $616K | Sell |
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|
2025
Q2 | $554K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $600K | Sell |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $527K | Hold |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $669K | Sell |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $760K | Buy |
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|
2021
Q4 | $772K | Sell |
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|
2021
Q3 | $763K | Sell |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $662K | Buy |
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|
2020
Q4 | $631K | Buy |
|