EverSource Wealth Advisors’s Bentley Systems BSY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.4K	Sell	2,091 -1,692	-45%	-$62.2K	﹤0.01%	1622
2025 Q4	$144K	Sell	3,783 -1,055	-22%	-$48.1K	0.01%	1118
2025 Q3	$249K	Sell	4,838 -2,546	-34%	-$139K	0.01%	799
2025 Q2	$399K	Sell	7,384 -2,781	-27%	-$129K	0.02%	537
2025 Q1	$400K	Buy	10,165 +130	+1%	+$5.8K	0.02%	438
2024 Q4	$469K	Buy	10,035 +317	+3%	+$15.5K	0.03%	388
2024 Q3	$494K	Buy	9,718 +150	+2%	+$7.38K	0.03%	327
2024 Q2	$466K	Sell	9,568 -95	-1%	-$4.93K	0.03%	333
2024 Q1	$508K	Buy	9,663 +85	+0.9%	+$4.28K	0.04%	266
2023 Q4	$500K	Sell	9,578 -20	-0.2%	-$1.03K	0.05%	247
2023 Q3	$481K	Sell	9,598 -242	-2%	-$12.2K	0.05%	234
2023 Q2	$534K	Sell	9,840 -100	-1%	-$4.67K	0.06%	222
2023 Q1	$427K	Sell	9,940 -5	-0.1%	-$199	0.05%	242
2022 Q4	$368K	Sell	9,945 -7,356	-43%	-$267K	0.06%	244
2022 Q3	$529K	Sell	17,301 -2,082	-11%	-$76.1K	0.12%	164
2022 Q2	$646K	Buy	19,383 +5,032	+35%	+$185K	0.17%	116
2022 Q1	$634K	Buy	14,351 +9,048	+171%	+$361K	0.16%	123
2021 Q4	$256K	Buy	+5,303	New	+$287K	0.07%	189