EverSource Wealth Advisors’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7K | Buy |
198
+188
| +1,880% | +$4.47K | ﹤0.01% | 3177 |
|
|
2025
Q1 | $228 | Sell |
10
-6
| -38% | -$137 | ﹤0.01% | 3679 |
|
|
2024
Q4 | $456 | Buy |
16
+6
| +60% | +$171 | ﹤0.01% | 3228 |
|
|
2024
Q3 | $304 | Hold |
10
| – | – | ﹤0.01% | 2929 |
|
|
2024
Q2 | $280 | Hold |
10
| – | – | ﹤0.01% | 2962 |
|
|
2024
Q1 | $253 | Buy |
+10
| New | +$253 | ﹤0.01% | 2787 |
|
|
2023
Q4 | – | Sell |
-193
| Closed | -$6K | – | 2644 |
|
|
2023
Q3 | $6K | Hold |
193
| – | – | ﹤0.01% | 1633 |
|
|
2023
Q2 | $6.75K | Hold |
193
| – | – | ﹤0.01% | 1605 |
|
|
2023
Q1 | $7.39K | Sell |
193
-80
| -29% | -$3.06K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $10.4K | Hold |
273
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q3 | $9K | Hold |
273
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q2 | $9K | Hold |
273
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q1 | $14K | Hold |
273
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $12K | Buy |
+273
| New | +$12K | ﹤0.01% | 879 |
|