EverSource Wealth Advisors’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4K | Buy |
1,337
+617
| +86% | +$3.88K | ﹤0.01% | 2914 |
|
|
2025
Q1 | $6.29K | Buy |
720
+497
| +223% | +$4.34K | ﹤0.01% | 2383 |
|
|
2024
Q4 | $1.3K | Buy |
+223
| New | +$1.3K | ﹤0.01% | 2882 |
|
|
2023
Q1 | – | Sell |
-1,248
| Closed | -$2.91K | – | 2412 |
|
|
2022
Q4 | $2.91K | Buy |
+1,248
| New | +$2.91K | ﹤0.01% | 1797 |
|