EverSource Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Buy |
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|
2025
Q1 | $39.6K | Sell |
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|
2024
Q4 | $126K | Sell |
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|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $120K | Buy |
|
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|
2024
Q1 | $98.8K | Buy |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $415 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4K | Buy |
|