EverSource Wealth Advisors’s AllianceBernstein AB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $107K | Buy |
2,616
+2
| +0.1% | +$82 | ﹤0.01% | 1160 |
|
2025
Q1 | $100K | Buy |
2,614
+3
| +0.1% | +$115 | 0.01% | 910 |
|
2024
Q4 | $96.8K | Buy |
2,611
+2
| +0.1% | +$74 | 0.01% | 909 |
|
2024
Q3 | $91K | Buy |
2,609
+2
| +0.1% | +$70 | 0.01% | 825 |
|
2024
Q2 | $92K | Buy |
2,607
+1,153
| +79% | +$40.7K | 0.01% | 831 |
|
2024
Q1 | $48.7K | Buy |
1,454
+1,354
| +1,354% | +$45.4K | ﹤0.01% | 994 |
|
2023
Q4 | $3.1K | Hold |
100
| – | – | ﹤0.01% | 2040 |
|
2023
Q3 | $3.04K | Hold |
100
| – | – | ﹤0.01% | 1882 |
|
2023
Q2 | $3.22K | Buy |
+100
| New | +$3.22K | ﹤0.01% | 1895 |
|