Trifecta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93K | Hold |
46
| – | – | ﹤0.01% | 306 |
|
|
2025
Q1 | $2.86K | Sell |
46
-10
| -18% | -$621 | ﹤0.01% | 273 |
|
|
2024
Q4 | $3.22K | Hold |
56
| – | – | ﹤0.01% | 256 |
|
|
2024
Q3 | $3.81K | Hold |
56
| – | – | ﹤0.01% | 255 |
|
|
2024
Q2 | $3.18K | Hold |
56
| – | – | ﹤0.01% | 270 |
|
|
2024
Q1 | $3.35K | Hold |
56
| – | – | ﹤0.01% | 258 |
|
|
2023
Q4 | $3.46K | Buy |
56
+47
| +522% | +$2.9K | ﹤0.01% | 275 |
|
|
2023
Q3 | $524 | Hold |
9
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $639 | Hold |
9
| – | – | ﹤0.01% | 404 |
|
|
2023
Q1 | $705 | Sell |
9
-1
| -10% | -$78 | ﹤0.01% | 395 |
|
|
2022
Q4 | $838 | Buy |
+10
| New | +$838 | ﹤0.01% | 387 |
|