EverSource Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25K | Buy |
154
+119
| +340% | +$4.83K | ﹤0.01% | 3052 |
|
|
2025
Q1 | $1.57K | Sell |
35
-5
| -13% | -$224 | ﹤0.01% | 3037 |
|
|
2024
Q4 | $1.64K | Buy |
+40
| New | +$1.64K | ﹤0.01% | 2789 |
|
|
2023
Q1 | – | Sell |
-29
| Closed | -$738 | – | 2426 |
|
|
2022
Q4 | $738 | Hold |
29
| – | – | ﹤0.01% | 2152 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1811 |
|
|
2022
Q1 | – | Sell |
-83
| Closed | -$2K | – | 1752 |
|
|
2021
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 1534 |
|