EverSource Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Buy |
138
+51
| +59% | +$22.8K | ﹤0.01% | 1485 |
|
|
2025
Q1 | $39.6K | Sell |
87
-175
| -67% | -$79.6K | ﹤0.01% | 1353 |
|
|
2024
Q4 | $126K | Sell |
262
-36
| -12% | -$17.3K | 0.01% | 834 |
|
|
2024
Q3 | $137K | Buy |
298
+7
| +2% | +$3.22K | 0.01% | 688 |
|
|
2024
Q2 | $120K | Buy |
291
+54
| +23% | +$22.3K | 0.01% | 726 |
|
|
2024
Q1 | $98.8K | Buy |
237
+6
| +3% | +$2.5K | 0.01% | 713 |
|
|
2023
Q4 | $110K | Sell |
231
-31
| -12% | -$14.8K | 0.01% | 600 |
|
|
2023
Q3 | $115K | Hold |
262
| – | – | 0.01% | 528 |
|
|
2023
Q2 | $105K | Buy |
262
+261
| +26,100% | +$105K | 0.01% | 568 |
|
|
2023
Q1 | $415 | Buy |
+1
| New | +$415 | ﹤0.01% | 2266 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$4K | – | 2349 |
|
|
2022
Q3 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 1433 |
|