EverSource Wealth Advisors’s CyberArk CYBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
5,264
+2,715
| +107% | +$1.1M | 0.1% | 155 |
|
|
2025
Q1 | $862K | Buy |
2,549
+42
| +2% | +$14.2K | 0.05% | 273 |
|
|
2024
Q4 | $835K | Buy |
2,507
+19
| +0.8% | +$6.33K | 0.05% | 269 |
|
|
2024
Q3 | $726K | Buy |
2,488
+6
| +0.2% | +$1.75K | 0.05% | 271 |
|
|
2024
Q2 | $636K | Buy |
2,482
+7
| +0.3% | +$1.8K | 0.04% | 280 |
|
|
2024
Q1 | $592K | Sell |
2,475
-3
| -0.1% | -$718 | 0.05% | 241 |
|
|
2023
Q4 | $543K | Buy |
2,478
+23
| +0.9% | +$5.04K | 0.05% | 237 |
|
|
2023
Q3 | $402K | Buy |
2,455
+243
| +11% | +$39.8K | 0.04% | 254 |
|
|
2023
Q2 | $346K | Buy |
2,212
+46
| +2% | +$7.19K | 0.04% | 283 |
|
|
2023
Q1 | $321K | Buy |
2,166
+7
| +0.3% | +$1.04K | 0.04% | 286 |
|
|
2022
Q4 | $280K | Buy |
2,159
+2,018
| +1,431% | +$262K | 0.04% | 294 |
|
|
2022
Q3 | $21K | Hold |
141
| – | – | ﹤0.01% | 884 |
|
|
2022
Q2 | $18K | Hold |
141
| – | – | ﹤0.01% | 852 |
|
|
2022
Q1 | $24K | Sell |
141
-8
| -5% | -$1.36K | 0.01% | 632 |
|
|
2021
Q4 | $26K | Buy |
+149
| New | +$26K | 0.01% | 579 |
|