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Trek Financial’s Eversource Energy ES Stock Holding History

Trek Financial’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,292
Closed -$526K – 219
2020
Q3 		$526K Buy
6,292
+1,309
+26% +$109K 0.08% 86
2020
Q2 		$415K Buy
+4,983
New +$415K 0.07% 93