EverSource Wealth Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Buy |
3,233
+2,994
| +1,253% | +$38.7K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $3.63K | Buy |
239
+149
| +166% | +$2.27K | ﹤0.01% | 2648 |
|
|
2024
Q4 | $1.02K | Sell |
90
-413
| -82% | -$4.68K | ﹤0.01% | 2957 |
|
|
2024
Q3 | $5.85K | Sell |
503
-3
| -0.6% | -$35 | ﹤0.01% | 2162 |
|
|
2024
Q2 | $5.56K | Buy |
506
+426
| +533% | +$4.68K | ﹤0.01% | 2186 |
|
|
2024
Q1 | $968 | Buy |
+80
| New | +$968 | ﹤0.01% | 2593 |
|