EverSource Wealth Advisors’s CTO Realty Growth CTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Buy |
1,076
+1,002
| +1,354% | +$17.3K | ﹤0.01% | 2348 |
|
|
2025
Q1 | $1.43K | Buy |
74
+3
| +4% | +$58 | ﹤0.01% | 3083 |
|
|
2024
Q4 | $1.4K | Sell |
71
-92
| -56% | -$1.81K | ﹤0.01% | 2854 |
|
|
2024
Q3 | $3.1K | Hold |
163
| – | – | ﹤0.01% | 2406 |
|
|
2024
Q2 | $3.27K | Hold |
163
| – | – | ﹤0.01% | 2370 |
|
|
2024
Q1 | $2.83K | Sell |
163
-40
| -20% | -$694 | ﹤0.01% | 2270 |
|
|
2023
Q4 | $3.52K | Sell |
203
-161
| -44% | -$2.79K | ﹤0.01% | 1994 |
|
|
2023
Q3 | $5.9K | Hold |
364
| – | – | ﹤0.01% | 1644 |
|
|
2023
Q2 | $6.24K | Buy |
+364
| New | +$6.24K | ﹤0.01% | 1636 |
|