EverSource Wealth Advisors’s Advantage Solutions ADV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81K | Buy |
5,155
+4,281
| +490% | +$5.65K | ﹤0.01% | 3016 |
|
|
2025
Q1 | $1.32K | Sell |
874
-5
| -0.6% | -$8 | ﹤0.01% | 3111 |
|
|
2024
Q4 | $2.57K | Buy |
879
+91
| +12% | +$266 | ﹤0.01% | 2620 |
|
|
2024
Q3 | $2.7K | Buy |
+788
| New | +$2.7K | ﹤0.01% | 2435 |
|
|
2023
Q2 | – | Sell |
-1,011
| Closed | -$1.6K | – | 2492 |
|
|
2023
Q1 | $1.6K | Hold |
1,011
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q4 | $2.1K | Sell |
1,011
-6
| -0.6% | -$12 | ﹤0.01% | 1898 |
|
|
2022
Q3 | $2K | Buy |
1,017
+660
| +185% | +$1.3K | ﹤0.01% | 1616 |
|
|
2022
Q2 | $1K | Buy |
+357
| New | +$1K | ﹤0.01% | 1614 |
|
|
2022
Q1 | – | Sell |
-632
| Closed | -$5K | – | 1689 |
|
|
2021
Q4 | $5K | Buy |
+632
| New | +$5K | ﹤0.01% | 1225 |
|