EverSource Wealth Advisors’s Commault Systems CVLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$47.2K Buy
271
+177
+188% +$30.9K ﹤0.01% 1640
2025
Q1
$14.8K Buy
94
+30
+47% +$4.73K ﹤0.01% 1872
2024
Q4
$9.66K Buy
64
+4
+7% +$604 ﹤0.01% 2013
2024
Q3
$9.23K Buy
60
+12
+25% +$1.85K ﹤0.01% 1914
2024
Q2
$7.34K Buy
48
+9
+23% +$1.38K ﹤0.01% 2034
2024
Q1
$4K Buy
39
+16
+70% +$1.64K ﹤0.01% 2151
2023
Q4
$1.84K Sell
23
-7
-23% -$559 ﹤0.01% 2194
2023
Q3
$2.03K Buy
30
+7
+30% +$473 ﹤0.01% 1998
2023
Q2
$1.67K Hold
23
﹤0.01% 2080
2023
Q1
$1.31K Buy
23
+15
+188% +$851 ﹤0.01% 2054
2022
Q4
$503 Buy
+8
New +$503 ﹤0.01% 2209
2022
Q3
Sell
-1,027
Closed -$65K 1995
2022
Q2
$65K Buy
+1,027
New +$65K 0.02% 525