Winch Advisory Services’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 | $2.77K | Hold |
43
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $2.67K | Buy |
43
+1
| +2% | +$62 | ﹤0.01% | 391 |
|
|
2024
Q4 | $2.44K | Hold |
42
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $2.85K | Buy |
42
+1
| +2% | +$68 | ﹤0.01% | 354 |
|
|
2024
Q2 | $2.35K | Hold |
41
| – | – | ﹤0.01% | 365 |
|
|
2024
Q1 | $2.45K | Hold |
41
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $2.5K | Buy |
41
+1
| +3% | +$61 | ﹤0.01% | 349 |
|
|
2023
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $3K | Buy |
40
+1
| +3% | +$75 | ﹤0.01% | 332 |
|
|
2023
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 328 |
|
|
2022
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $3K | Buy |
39
+1
| +3% | +$77 | ﹤0.01% | 297 |
|
|
2022
Q2 | $3K | Sell |
38
-1
| -3% | -$79 | ﹤0.01% | 321 |
|
|
2022
Q1 | $3K | Buy |
39
+1
| +3% | +$77 | ﹤0.01% | 354 |
|
|
2021
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 368 |
|
|
2021
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 377 |
|
|
2021
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 377 |
|
|
2021
Q1 | $3K | Buy |
38
+1
| +3% | +$79 | ﹤0.01% | 350 |
|
|
2020
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $3K | Buy |
37
+1
| +3% | +$81 | ﹤0.01% | 296 |
|
|
2020
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 252 |
|
|
2019
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 290 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | – | – | 378 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 443 |
|