EverSource Wealth Advisors’s Eve Holding EVEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54K | Sell |
807
-106
| -12% | -$727 | ﹤0.01% | 3112 |
|
|
2025
Q1 | $3.03K | Buy |
913
+872
| +2,127% | +$2.9K | ﹤0.01% | 2727 |
|
|
2024
Q4 | $223 | Buy |
+41
| New | +$223 | ﹤0.01% | 3418 |
|
|
2024
Q2 | – | Sell |
-321
| Closed | -$1.73K | – | 3089 |
|
|
2024
Q1 | $1.73K | Buy |
+321
| New | +$1.73K | ﹤0.01% | 2428 |
|