Everpar Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$254K Buy
2025
Q1
$226K Sell
2024
Q4
$261K Buy
2024
Q3
$247K Sell
2024
Q2
$345K Buy
2024
Q1
$340K Sell
2023
Q4
$379K Buy