EverSource Wealth Advisors’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
12,755
+2,663
| +26% | +$49.5K | 0.01% | 790 |
|
|
2025
Q1 | $155K | Sell |
10,092
-10,860
| -52% | -$167K | 0.01% | 757 |
|
|
2024
Q4 | $278K | Buy |
20,952
+16,418
| +362% | +$218K | 0.02% | 532 |
|
|
2024
Q3 | $55.1K | Buy |
4,534
+308
| +7% | +$3.74K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $50.4K | Buy |
4,226
+579
| +16% | +$6.9K | ﹤0.01% | 1088 |
|
|
2024
Q1 | $37.3K | Buy |
3,647
+1,524
| +72% | +$15.6K | ﹤0.01% | 1093 |
|
|
2023
Q4 | $16.7K | Buy |
2,123
+1,001
| +89% | +$7.89K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $8.74K | Buy |
1,122
+804
| +253% | +$6.26K | ﹤0.01% | 1473 |
|
|
2023
Q2 | $2.5K | Sell |
318
-299
| -48% | -$2.35K | ﹤0.01% | 1964 |
|
|
2023
Q1 | $4.44K | Buy |
617
+270
| +78% | +$1.94K | ﹤0.01% | 1682 |
|
|
2022
Q4 | $2.71K | Sell |
347
-8,897
| -96% | -$69.4K | ﹤0.01% | 1819 |
|
|
2022
Q3 | $59K | Buy |
9,244
+8,190
| +777% | +$52.3K | 0.01% | 592 |
|
|
2022
Q2 | $8K | Buy |
1,054
+382
| +57% | +$2.9K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $5K | Sell |
672
-8,376
| -93% | -$62.3K | ﹤0.01% | 1222 |
|
|
2021
Q4 | $93K | Buy |
+9,048
| New | +$93K | 0.03% | 315 |
|