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Triad Financial Advisors’s Eversource Energy ES Stock Holding History

Triad Financial Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,276
Closed -$201K – 106
2022
Q1 		$201K Sell
2,276
-315
-12% -$27.8K 0.11% 109
2021
Q4 		$236K Buy
+2,591
New +$236K 0.14% 109