EverSource Wealth Advisors’s Agora API Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823 | Sell |
216
-352
| -62% | -$1.34K | ﹤0.01% | 3771 |
|
|
2025
Q1 | $2.28K | Buy |
568
+13
| +2% | +$52 | ﹤0.01% | 2864 |
|
|
2024
Q4 | $2.31K | Buy |
555
+55
| +11% | +$229 | ﹤0.01% | 2656 |
|
|
2024
Q3 | $1.21K | Buy |
500
+74
| +17% | +$178 | ﹤0.01% | 2677 |
|
|
2024
Q2 | $1.07K | Buy |
426
+399
| +1,478% | +$998 | ﹤0.01% | 2726 |
|
|
2024
Q1 | $67 | Buy |
+27
| New | +$67 | ﹤0.01% | 2839 |
|