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Amplius Wealth Advisors’s Eversource Energy ES Stock Holding History

Amplius Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,010
Closed -$970K – 182
2022
Q1 		$970K Sell
11,010
-22
-0.2% -$1.94K 0.15% 66
2021
Q4 		$1M Buy
+11,032
New +$1M 0.14% 70