TrinityPoint Wealth’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,006
| Closed | -$213K | – | 293 |
|
|
2023
Q2 | $213K | Buy |
3,006
+8
| +0.3% | +$567 | 0.04% | 259 |
|
|
2023
Q1 | $235K | Buy |
2,998
+17
| +0.6% | +$1.33K | 0.05% | 240 |
|
|
2022
Q4 | $250K | Buy |
2,981
+11
| +0.4% | +$922 | 0.06% | 232 |
|
|
2022
Q3 | $232K | Buy |
+2,970
| New | +$232K | 0.05% | 246 |
|