FinTrust Capital Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11
| Closed | -$658 | – | 1358 |
|
|
2024
Q1 | $658 | Hold |
11
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q4 | $679 | Hold |
11
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q3 | $640 | Hold |
11
| – | – | ﹤0.01% | 1142 |
|
|
2023
Q2 | $923 | Hold |
11
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q1 | $923 | Hold |
11
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q4 | $922 | Hold |
11
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1163 |
|
|
2022
Q1 | $1K | Sell |
11
-58
| -84% | -$5.27K | ﹤0.01% | 1166 |
|
|
2021
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 990 |
|
|
2021
Q3 | $6K | Hold |
69
| – | – | ﹤0.01% | 985 |
|
|
2021
Q2 | $6K | Hold |
69
| – | – | ﹤0.01% | 1004 |
|
|
2021
Q1 | $6K | Buy |
69
+58
| +527% | +$5.04K | ﹤0.01% | 982 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1033 |
|
|
2020
Q3 | $1 | Hold |
11
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q2 | $1K | Sell |
11
-59
| -84% | -$5.36K | ﹤0.01% | 998 |
|
|
2020
Q1 | $5K | Buy |
70
+59
| +536% | +$4.21K | ﹤0.01% | 864 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1004 |
|
|
2019
Q2 | $1K | Sell |
11
-44
| -80% | -$4K | ﹤0.01% | 990 |
|
|
2019
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 965 |
|
|
2018
Q4 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 958 |
|