EverSource Wealth Advisors’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
2,646
+1,031
| +64% | +$51.5K | 0.01% | 1058 |
|
|
2025
Q1 | $53.4K | Buy |
1,615
+62
| +4% | +$2.05K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $59.6K | Buy |
1,553
+704
| +83% | +$27K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $28.4K | Buy |
849
+1
| +0.1% | +$33 | ﹤0.01% | 1311 |
|
|
2024
Q2 | $27.3K | Buy |
848
+39
| +5% | +$1.25K | ﹤0.01% | 1360 |
|
|
2024
Q1 | $23.2K | Sell |
809
-217
| -21% | -$6.22K | ﹤0.01% | 1289 |
|
|
2023
Q4 | $23.5K | Buy |
1,026
+61
| +6% | +$1.4K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $19.6K | Buy |
965
+929
| +2,581% | +$18.9K | ﹤0.01% | 1133 |
|
|
2023
Q2 | $746 | Buy |
+36
| New | +$746 | ﹤0.01% | 2284 |
|