EverSource Wealth Advisors’s KE Holdings BEKE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.6K Buy
3,812
+2,257
+145% +$40K ﹤0.01% 1420
2025
Q1
$31.2K Sell
1,555
-238
-13% -$4.78K ﹤0.01% 1458
2024
Q4
$33K Buy
1,793
+10
+0.6% +$184 ﹤0.01% 1373
2024
Q3
$35.5K Buy
1,783
+537
+43% +$10.7K ﹤0.01% 1213
2024
Q2
$17.3K Buy
1,246
+680
+120% +$9.42K ﹤0.01% 1574
2024
Q1
$8.56K Buy
566
+288
+104% +$4.35K ﹤0.01% 1777
2023
Q4
$4.51K Sell
278
-132
-32% -$2.14K ﹤0.01% 1901
2023
Q3
$6.36K Buy
410
+110
+37% +$1.71K ﹤0.01% 1597
2023
Q2
$4.46K Sell
300
-9
-3% -$134 ﹤0.01% 1775
2023
Q1
$5.82K Sell
309
-1
-0.3% -$19 ﹤0.01% 1591
2022
Q4
$4.33K Sell
310
-3,421
-92% -$47.8K ﹤0.01% 1663
2022
Q3
$66K Buy
+3,731
New +$66K 0.02% 556
2022
Q1
Sell
-234
Closed -$4K 1709
2021
Q4
$4K Buy
+234
New +$4K ﹤0.01% 1309