EverSource Wealth Advisors’s SonicShares Global Shipping ETF BOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Hold |
584
| – | – | ﹤0.01% | 2437 |
|
|
2025
Q1 | $15.4K | Hold |
584
| – | – | ﹤0.01% | 1844 |
|
|
2024
Q4 | $16.3K | Sell |
584
-199
| -25% | -$5.57K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $27.8K | Hold |
783
| – | – | ﹤0.01% | 1329 |
|
|
2024
Q2 | $26.8K | Hold |
783
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q1 | $25.5K | Buy |
+783
| New | +$25.5K | ﹤0.01% | 1250 |
|