Valued Wealth Advisors’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 | $131 | Hold |
2
| – | – | ﹤0.01% | 596 |
|
2025
Q1 | $126 | Hold |
2
| – | – | ﹤0.01% | 631 |
|
2024
Q4 | $115 | Hold |
2
| – | – | ﹤0.01% | 632 |
|
2024
Q3 | $137 | Hold |
2
| – | – | ﹤0.01% | 612 |
|
2024
Q2 | $114 | Hold |
2
| – | – | ﹤0.01% | 592 |
|
2024
Q1 | $120 | Sell |
2
-1
| -33% | -$60 | ﹤0.01% | 586 |
|
2023
Q4 | $175 | Buy |
+3
| New | +$175 | ﹤0.01% | 509 |
|