TFA
Tranquilli Financial Advisor’s Eversource Energy ES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,716
| Closed | -$213K | – | 115 |
|
|
2024
Q4 | $213K | Hold |
3,716
| – | – | 0.14% | 99 |
|
|
2024
Q3 | $253K | Hold |
3,716
| – | – | 0.16% | 96 |
|
|
2024
Q2 | $210K | Hold |
3,716
| – | – | 0.14% | 101 |
|
|
2024
Q1 | $222K | Hold |
3,716
| – | – | 0.15% | 98 |
|
|
2023
Q4 | $229K | Sell |
3,716
-1,300
| -26% | -$80.2K | 0.16% | 92 |
|
|
2023
Q3 | $292K | Hold |
5,016
| – | – | 0.21% | 76 |
|
|
2023
Q2 | $356K | Hold |
5,016
| – | – | 0.25% | 68 |
|
|
2023
Q1 | $393K | Hold |
5,016
| – | – | 0.29% | 64 |
|
|
2022
Q4 | $421K | Hold |
5,016
| – | – | 0.32% | 52 |
|
|
2022
Q3 | $391K | Hold |
5,016
| – | – | 0.31% | 38 |
|
|
2022
Q2 | $424K | Hold |
5,016
| – | – | 0.32% | 31 |
|
|
2022
Q1 | $442K | Hold |
5,016
| – | – | 0.31% | 49 |
|
|
2021
Q4 | $456K | Hold |
5,016
| – | – | 0.32% | 53 |
|
|
2021
Q3 | $410K | Hold |
5,016
| – | – | 0.31% | 50 |
|
|
2021
Q2 | $402K | Hold |
5,016
| – | – | 0.3% | 52 |
|
|
2021
Q1 | $434K | Hold |
5,016
| – | – | 0.35% | 48 |
|
|
2020
Q4 | $434K | Buy |
+5,016
| New | +$434K | 0.39% | 46 |
|