EverSource Wealth Advisors’s Brookfield Business Partners BBU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6
Closed -$141 4036
2024
Q4
$141 Hold
6
﹤0.01% 3495
2024
Q3
$140 Hold
6
﹤0.01% 2969
2024
Q2
$122 Buy
+6
New +$122 ﹤0.01% 2991