EverSource Wealth Advisors’s Financial Institutions FISI Stock Holding History

EverSource Wealth Advisors’s Portfolio FISI Stock Details FISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.6K	Buy
2025 Q1	$5.57K	Buy
2024 Q4	$5.49K	Sell
2024 Q3	$12.9K	Hold
2024 Q2	$13.3K	Hold
2024 Q1	$8.7K	Hold
2023 Q4	$10.8K	Sell
2023 Q3	$9.05K	Buy
2023 Q2	$6.36K	Buy