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EverSource Wealth Advisors’s Carriage Services CSV Stock Holding History

EverSource Wealth Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.13K Buy
134
+124
+1,240% +$5.67K ﹤0.01% 3057
2025
Q1 		$388 Buy
10
+4
+67% +$155 ﹤0.01% 3537
2024
Q4 		$239 Buy
+6
New +$239 ﹤0.01% 3397