EverSource Wealth Advisors’s Enviva Inc. EVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,851
Closed -$1.15K 3840
2024
Q3
$1.15K Hold
2,851
﹤0.01% 2693
2024
Q2
$1.2K Buy
2,851
+851
+43% +$428 ﹤0.01% 2696
2024
Q1
$1.02K Buy
2,000
+1,600
+400% +$839 ﹤0.01% 2572
2023
Q4
$398 Buy
+400
New +$1.11K ﹤0.01% 2558
2023
Q2
Sell
-190
Closed -$5.49K 2628
2023
Q1
$5.49K Buy
+190
New +$7.75K ﹤0.01% 1613

Other funds holding EVA

EverSource Wealth Advisors's EVA Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Enviva Inc. (EVA) in Q4 2024, closing a stake of 2,851 shares — an estimated $1.15K sold.

EverSource Wealth Advisors first reported a position in EVA in Q1 2023 and held it in 5 quarters. The position peaked at $5.49K in Q1 2023. 1 fund tracked by Wall St. Rank holds EVA as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Enviva Inc. position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,851 Enviva Inc. shares in Q4 2024, an estimated $1.15K.
  • EverSource Wealth Advisors first reported a position in Enviva Inc. in Q1 2023 and held it in 5 quarters.
  • EverSource Wealth Advisors's Enviva Inc. position peaked at $5.49K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Enviva Inc. as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.