EverSource Wealth Advisors’s Barnes Group Inc. B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-217
| Closed | -$10.3K | – | 4217 |
|
|
2024
Q4 | $10.3K | Buy |
217
+16
| +8% | +$756 | ﹤0.01% | 1976 |
|
|
2024
Q3 | $8.12K | Buy |
201
+1
| +0.5% | +$40 | ﹤0.01% | 1979 |
|
|
2024
Q2 | $8.07K | Buy |
200
+29
| +17% | +$1.17K | ﹤0.01% | 1976 |
|
|
2024
Q1 | $5.94K | Buy |
171
+12
| +8% | +$417 | ﹤0.01% | 1963 |
|
|
2023
Q4 | $5.19K | Sell |
159
-205
| -56% | -$6.69K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $12.4K | Sell |
364
-148
| -29% | -$5.03K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $21.6K | Hold |
512
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q1 | $20.6K | Sell |
512
-82
| -14% | -$3.3K | ﹤0.01% | 1071 |
|
|
2022
Q4 | $24.3K | Hold |
594
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q3 | $17K | Sell |
594
-88
| -13% | -$2.52K | ﹤0.01% | 972 |
|
|
2022
Q2 | $21K | Buy |
682
+475
| +229% | +$14.6K | 0.01% | 820 |
|
|
2022
Q1 | $8K | Hold |
207
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q4 | $9K | Buy |
+207
| New | +$9K | ﹤0.01% | 1026 |
|