TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
ES holding history
Eversource Energy in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ES overviewAll 13F holders of ESFull Q4 2024 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −3,006−100.0% | Sold out | Holders |
| Q2 2023 | 3,006 | $213.2K | <0.1% | +8+0.3% | Added | Holders |
| Q1 2023 | 2,998 | $234.6K | 0.1% | +17+0.6% | Added | Holders |
| Q4 2022 | 2,981 | $249.9K | 0.1% | +11+0.4% | Added | Holders |
| Q3 2022 | 2,970 | $232.0K | 0.1% | +2,970 | New | Holders |