EverSource Wealth Advisors’s Alexander & Baldwin ALEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Buy |
919
+832
| +956% | +$14.8K | ﹤0.01% | 2447 |
|
|
2025
Q1 | $1.51K | Buy |
87
+41
| +89% | +$710 | ﹤0.01% | 3062 |
|
|
2024
Q4 | $808 | Buy |
+46
| New | +$808 | ﹤0.01% | 3036 |
|
|
2023
Q4 | – | Sell |
-340
| Closed | -$5.69K | – | 2639 |
|
|
2023
Q3 | $5.69K | Sell |
340
-52
| -13% | -$870 | ﹤0.01% | 1660 |
|
|
2023
Q2 | $7.28K | Hold |
392
| – | – | ﹤0.01% | 1581 |
|
|
2023
Q1 | $7.41K | Sell |
392
-262
| -40% | -$4.96K | ﹤0.01% | 1495 |
|
|
2022
Q4 | $12.3K | Sell |
654
-81
| -11% | -$1.52K | ﹤0.01% | 1257 |
|
|
2022
Q3 | $12K | Sell |
735
-184
| -20% | -$3K | ﹤0.01% | 1062 |
|
|
2022
Q2 | $16K | Hold |
919
| – | – | ﹤0.01% | 886 |
|
|
2022
Q1 | $22K | Hold |
919
| – | – | 0.01% | 654 |
|
|
2021
Q4 | $23K | Buy |
+919
| New | +$23K | 0.01% | 624 |
|