EverSource Wealth Advisors’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-587
| Closed | -$20.1K | – | 4206 |
|
|
2024
Q4 | $20.1K | Buy |
587
+151
| +35% | +$5.17K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $14.8K | Buy |
436
+417
| +2,195% | +$14.1K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $641 | Buy |
19
+7
| +58% | +$236 | ﹤0.01% | 2838 |
|
|
2024
Q1 | $390 | Hold |
12
| – | – | ﹤0.01% | 2763 |
|
|
2023
Q4 | $284 | Hold |
12
| – | – | ﹤0.01% | 2575 |
|
|
2023
Q3 | $274 | Hold |
12
| – | – | ﹤0.01% | 2433 |
|
|
2023
Q2 | $314 | Buy |
+12
| New | +$314 | ﹤0.01% | 2394 |
|