EWA
EverSource Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
9,835
+6,947
| +241% | -$95.1K | 0.02% | 420 |
|
|
2025
Q1 | $478K | Buy |
2,888
+34
| +1% | +$5.63K | 0.03% | 391 |
|
|
2024
Q4 | $504K | Sell |
2,854
-49
| -2% | -$8.66K | 0.03% | 367 |
|
|
2024
Q3 | $405K | Buy |
2,903
+36
| +1% | +$5.02K | 0.03% | 380 |
|
|
2024
Q2 | $342K | Sell |
2,867
-195
| -6% | -$23.3K | 0.02% | 406 |
|
|
2024
Q1 | $352K | Sell |
3,062
-146
| -5% | -$16.8K | 0.03% | 341 |
|
|
2023
Q4 | $266K | Sell |
3,208
-118
| -4% | -$9.78K | 0.02% | 369 |
|
|
2023
Q3 | $288K | Sell |
3,326
-975
| -23% | -$84.4K | 0.03% | 316 |
|
|
2023
Q2 | $357K | Sell |
4,301
-55
| -1% | -$4.57K | 0.04% | 280 |
|
|
2023
Q1 | $360K | Sell |
4,356
-5
| -0.1% | -$413 | 0.04% | 271 |
|
|
2022
Q4 | $316K | Sell |
4,361
-3,416
| -44% | -$247K | 0.05% | 271 |
|
|
2022
Q3 | $497K | Sell |
7,777
-986
| -11% | -$63K | 0.11% | 175 |
|
|
2022
Q2 | $482K | Buy |
8,763
+113
| +1% | +$6.22K | 0.12% | 151 |
|
|
2022
Q1 | $570K | Buy |
8,650
+4,670
| +117% | +$308K | 0.14% | 132 |
|
|
2021
Q4 | $316K | Buy |
+3,980
| New | +$316K | 0.09% | 166 |
|