EverSource Wealth Advisors’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.9K | Hold |
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|
2025
Q1 | $77.7K | Hold |
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|
2024
Q4 | $86.3K | Hold |
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|
2024
Q3 | $91.6K | Hold |
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|
2024
Q2 | $89.3K | Sell |
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|
2024
Q1 | $100K | Hold |
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|
2023
Q4 | $99.2K | Hold |
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|
2023
Q3 | $92.4K | Hold |
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|
2023
Q2 | $95.5K | Hold |
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|
2023
Q1 | $88.8K | Hold |
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|
2022
Q4 | $83.5K | Buy |
|