EverSource Wealth Advisors’s CMB.TECH NV CMBT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
1,889
-1,265
-40% -$11.4K ﹤0.01% 2418
2025
Q1
$28.6K Buy
3,154
+1,154
+58% +$10.5K ﹤0.01% 1500
2024
Q4
$19.9K Sell
2,000
-1,000
-33% -$9.93K ﹤0.01% 1625
2024
Q3
$49.9K Sell
3,000
-2,576
-46% -$42.8K ﹤0.01% 1073
2024
Q2
$102K Buy
5,576
+4,423
+384% +$81.3K 0.01% 789
2024
Q1
$19.2K Buy
1,153
+987
+595% +$16.5K ﹤0.01% 1381
2023
Q4
$2.92K Buy
+166
New +$2.92K ﹤0.01% 2065
2022
Q4
Sell
-2,370
Closed -$36K 2448
2022
Q3
$36K Hold
2,370
0.01% 728
2022
Q2
$28K Hold
2,370
0.01% 748
2022
Q1
$25K Hold
2,370
0.01% 630
2021
Q4
$21K Buy
+2,370
New +$21K 0.01% 669