WealthPlan Investment Management’s Eversource Energy ES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-502	Closed	-$35.6K	–	216
2023 Q2	$35.6K	Hold	502	–	–	0.01%	217
2023 Q1	$39.3K	Buy	+502	New	+$39.3K	0.01%	264