EverSource Wealth Advisors’s ENI E Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
7,707
+5,709
| +286% | +$185K | 0.01% | 760 |
|
|
2025
Q1 | $61.8K | Buy |
1,998
+875
| +78% | +$27.1K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $30.7K | Sell |
1,123
-3,843
| -77% | -$105K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $151K | Sell |
4,966
-4,010
| -45% | -$122K | 0.01% | 652 |
|
|
2024
Q2 | $288K | Sell |
8,976
-56
| -0.6% | -$1.8K | 0.02% | 448 |
|
|
2024
Q1 | $289K | Sell |
9,032
-69
| -0.8% | -$2.21K | 0.02% | 383 |
|
|
2023
Q4 | $310K | Buy |
9,101
+439
| +5% | +$14.9K | 0.03% | 334 |
|
|
2023
Q3 | $276K | Buy |
8,662
+35
| +0.4% | +$1.12K | 0.03% | 328 |
|
|
2023
Q2 | $248K | Buy |
8,627
+127
| +1% | +$3.66K | 0.03% | 352 |
|
|
2023
Q1 | $238K | Sell |
8,500
-23
| -0.3% | -$644 | 0.03% | 345 |
|
|
2022
Q4 | $244K | Buy |
8,523
+1,099
| +15% | +$31.5K | 0.04% | 323 |
|
|
2022
Q3 | $157K | Buy |
7,424
+7,294
| +5,611% | +$154K | 0.04% | 333 |
|
|
2022
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 1390 |
|
|
2022
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q4 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 1320 |
|