First Foundation 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
Q3
Sell
-1,516
Closed -$86K 385
2024
Q2
$86K Buy
+1,516
New +$86K ﹤0.01% 379
2016
Q3
Sell
-3,846
Closed -$230K 299
2016
Q2
$230K Buy
+3,846
New +$230K 0.02% 261