EWA
CTO

EverSource Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

EverSource Wealth Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18.6K Buy
2025
Q1 		$1.43K Buy
2024
Q4 		$1.4K Sell
2024
Q3 		$3.1K Hold
2024
Q2 		$3.27K Hold
2024
Q1 		$2.83K Sell
2023
Q4 		$3.52K Sell
2023
Q3 		$5.9K Hold
2023
Q2 		$6.24K Buy