EverSource Wealth Advisors’s CTS Corp CTS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.36K | Buy |
+32
| New | +$1.36K | ﹤0.01% | 3630 |
|
2025
Q1 | – | Sell |
-15
| Closed | -$791 | – | 4053 |
|
2024
Q4 | $791 | Buy |
+15
| New | +$791 | ﹤0.01% | 3044 |
|
2023
Q1 | – | Sell |
-65
| Closed | -$2.56K | – | 2416 |
|
2022
Q4 | $2.56K | Hold |
65
| – | – | ﹤0.01% | 1837 |
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 1522 |
|
2022
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1486 |
|
2022
Q1 | $2K | Sell |
65
-81
| -55% | -$2.49K | ﹤0.01% | 1506 |
|
2021
Q4 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 1245 |
|