Alan B Lancz & Associates, Inc. ES Holdings History
Number of Shares
4,033.00
Current Holdings Value*
$250,490.00
% of Portfolio
0.27%
Total Estimate Gain
$27,624.44
% of Total Estimate Gain
11.48%
Alan B Lancz & Associates, Inc.'s Eversource Energy Holding Summary
As of 2025-03-31, Alan B Lancz & Associates, Inc. held 4,033.00 shares of Eversource Energy(ES), totaling $250,490.00. This investment constitutes 0.27% of their stock portfolio, and Alan B Lancz & Associates, Inc. now holds 0% of the outstanding Eversource Energy(ES) stock.
The initial trade took place in 2025Q1. And since then Alan B Lancz & Associates, Inc. has made 1 purchases of ES, at an average price of $59.66, for a total of 4,033.00 shares. Based on historical transaction data and ES's current price of $66.51, Alan B Lancz & Associates, Inc.'s estimated gain on his ES holdings is $27,624.44, reflecting a 11.48% gain to date.
Alan B Lancz & Associates, Inc. ES ($66.51) Holding Chart
Alan B Lancz & Associates, Inc. ES ($66.51) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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