EverSource Wealth Advisors’s CAE Inc CAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6K | Buy |
1,660
+75
| +5% | +$2.2K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $39K | Buy |
1,585
+409
| +35% | +$10.1K | ﹤0.01% | 1362 |
|
|
2024
Q4 | $29.8K | Buy |
1,176
+22
| +2% | +$558 | ﹤0.01% | 1418 |
|
|
2024
Q3 | $21.6K | Sell |
1,154
-280
| -20% | -$5.25K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $26.1K | Buy |
1,434
+305
| +27% | +$5.55K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $21.8K | Buy |
1,129
+166
| +17% | +$3.2K | ﹤0.01% | 1321 |
|
|
2023
Q4 | $20.8K | Sell |
963
-1,066
| -53% | -$23K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $47.4K | Buy |
2,029
+935
| +85% | +$21.8K | 0.01% | 831 |
|
|
2023
Q2 | $24.5K | Buy |
1,094
+131
| +14% | +$2.93K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $21.8K | Hold |
963
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q4 | $18.6K | Buy |
+963
| New | +$18.6K | ﹤0.01% | 1085 |
|