Westside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42K | Buy |
+146
| New | +$9.42K | ﹤0.01% | 962 |
|
|
2025
Q1 | – | Sell |
-134
| Closed | -$7.7K | – | 986 |
|
|
2024
Q4 | $7.7K | Hold |
134
| – | – | ﹤0.01% | 721 |
|
|
2024
Q3 | $9.12K | Hold |
134
| – | – | ﹤0.01% | 690 |
|
|
2024
Q2 | $7.6K | Hold |
134
| – | – | ﹤0.01% | 699 |
|
|
2024
Q1 | $8.01K | Hold |
134
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $8.27K | Hold |
134
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $7.79K | Hold |
134
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $9.5K | Hold |
134
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $10.5K | Hold |
134
| – | – | ﹤0.01% | 578 |
|
|
2022
Q4 | $11 | Hold |
134
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $10 | Hold |
134
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $11 | Hold |
134
| – | – | ﹤0.01% | 587 |
|
|
2022
Q1 | $11 | Hold |
134
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $12 | Hold |
134
| – | – | ﹤0.01% | 567 |
|
|
2021
Q3 | $10 | Hold |
134
| – | – | ﹤0.01% | 578 |
|
|
2021
Q2 | $10 | Hold |
134
| – | – | ﹤0.01% | 570 |
|
|
2021
Q1 | $11 | Hold |
134
| – | – | ﹤0.01% | 536 |
|
|
2020
Q4 | $11 | Hold |
134
| – | – | ﹤0.01% | 491 |
|
|
2020
Q3 | $11 | Sell |
134
-25
| -16% | -$2 | ﹤0.01% | 486 |
|
|
2020
Q2 | $13 | Hold |
159
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $12 | Buy |
+159
| New | +$12 | ﹤0.01% | 441 |
|
|
2019
Q2 | $12 | Buy |
+159
| New | +$12 | ﹤0.01% | 447 |
|
|
2018
Q4 | $10.3K | Hold |
159
| – | – | ﹤0.01% | 464 |
|
|
2018
Q3 | $9.78K | Hold |
159
| – | – | ﹤0.01% | 498 |
|
|
2018
Q2 | $9.38K | Hold |
159
| – | – | ﹤0.01% | 575 |
|
|
2018
Q1 | $9.33K | Hold |
159
| – | – | 0.01% | 559 |
|
|
2017
Q4 | $9.9K | Hold |
159
| – | – | 0.01% | 565 |
|
|
2017
Q3 | $9.59K | Hold |
159
| – | – | 0.01% | 553 |
|
|
2017
Q2 | $9.53K | Hold |
159
| – | – | 0.01% | 547 |
|
|
2017
Q1 | $9.45K | Hold |
159
| – | – | ﹤0.01% | 515 |
|
|
2016
Q4 | $8.76K | Buy |
+159
| New | +$8.76K | 0.01% | 430 |
|