EverSource Wealth Advisors’s Ashland ASH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Buy |
5,366
+5,093
| +1,866% | +$256K | 0.01% | 723 |
|
2025
Q1 | $16.2K | Buy |
273
+2
| +0.7% | +$119 | ﹤0.01% | 1812 |
|
2024
Q4 | $19.4K | Buy |
271
+184
| +211% | +$13.1K | ﹤0.01% | 1641 |
|
2024
Q3 | $7.57K | Sell |
87
-8
| -8% | -$696 | ﹤0.01% | 2020 |
|
2024
Q2 | $9.18K | Sell |
95
-137
| -59% | -$13.2K | ﹤0.01% | 1901 |
|
2024
Q1 | $22.1K | Sell |
232
-29
| -11% | -$2.77K | ﹤0.01% | 1319 |
|
2023
Q4 | $22K | Buy |
261
+193
| +284% | +$16.3K | ﹤0.01% | 1197 |
|
2023
Q3 | $5.56K | Buy |
+68
| New | +$5.56K | ﹤0.01% | 1669 |
|