EverSource Wealth Advisors’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9K | Buy |
313
+203
| +185% | +$11K | ﹤0.01% | 2422 |
|
|
2025
Q1 | $5.26K | Sell |
110
-36
| -25% | -$1.72K | ﹤0.01% | 2464 |
|
|
2024
Q4 | $9.37K | Sell |
146
-33
| -18% | -$2.12K | ﹤0.01% | 2031 |
|
|
2024
Q3 | $13.6K | Buy |
179
+63
| +54% | +$4.78K | ﹤0.01% | 1700 |
|
|
2024
Q2 | $7.29K | Buy |
116
+82
| +241% | +$5.15K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $2.62K | Buy |
34
+7
| +26% | +$540 | ﹤0.01% | 2303 |
|
|
2023
Q4 | $1.98K | Hold |
27
| – | – | ﹤0.01% | 2171 |
|
|
2023
Q3 | $1.58K | Sell |
27
-29
| -52% | -$1.7K | ﹤0.01% | 2083 |
|
|
2023
Q2 | $2.21K | Buy |
56
+12
| +27% | +$474 | ﹤0.01% | 1996 |
|
|
2023
Q1 | $1.7K | Buy |
44
+12
| +38% | +$463 | ﹤0.01% | 1983 |
|
|
2022
Q4 | $1.11K | Sell |
32
-503
| -94% | -$17.5K | ﹤0.01% | 2056 |
|
|
2022
Q3 | $13K | Buy |
+535
| New | +$13K | ﹤0.01% | 1039 |
|
|
2022
Q1 | – | Sell |
-90
| Closed | -$2K | – | 1749 |
|
|
2021
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 1532 |
|