EA
Everpar Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
567
+70
| +14% | +$31.3K | 0.12% | 226 |
|
|
2025
Q1 | $226K | Sell |
497
-47
| -9% | -$21.4K | 0.12% | 233 |
|
|
2024
Q4 | $261K | Buy |
544
+6
| +1% | +$2.88K | 0.13% | 213 |
|
|
2024
Q3 | $247K | Sell |
538
-308
| -36% | -$142K | 0.13% | 218 |
|
|
2024
Q2 | $345K | Buy |
846
+98
| +13% | +$40K | 0.17% | 168 |
|
|
2024
Q1 | $340K | Sell |
748
-47
| -6% | -$21.4K | 0.21% | 163 |
|
|
2023
Q4 | $379K | Buy |
+795
| New | +$379K | 0.18% | 185 |
|