FTWA
Fifth Third Wealth Advisors’s Eversource Energy ES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Sell |
3,841
-517
| -12% | -$32.9K | 0.01% | 619 |
|
2025
Q1 | $271K | Buy |
+4,358
| New | +$271K | 0.01% | 530 |
|
2024
Q4 | – | Sell |
-3,514
| Closed | -$239K | – | 737 |
|
2024
Q3 | $239K | Sell |
3,514
-135
| -4% | -$9.19K | 0.01% | 563 |
|
2024
Q2 | $207K | Buy |
+3,649
| New | +$207K | 0.02% | 589 |
|