EverSource Wealth Advisors’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
17,383
+4,844
| +39% | +$163K | 0.03% | 399 |
|
|
2025
Q1 | $395K | Sell |
12,539
-903
| -7% | -$28.5K | 0.02% | 439 |
|
|
2024
Q4 | $401K | Buy |
13,442
+294
| +2% | +$8.78K | 0.02% | 422 |
|
|
2024
Q3 | $392K | Sell |
13,148
-5,111
| -28% | -$153K | 0.02% | 382 |
|
|
2024
Q2 | $532K | Buy |
18,259
+3,306
| +22% | +$96.2K | 0.04% | 299 |
|
|
2024
Q1 | $412K | Buy |
14,953
+1,822
| +14% | +$50.2K | 0.03% | 310 |
|
|
2023
Q4 | $313K | Buy |
13,131
+176
| +1% | +$4.2K | 0.03% | 330 |
|
|
2023
Q3 | $300K | Sell |
12,955
-129
| -1% | -$2.98K | 0.03% | 305 |
|
|
2023
Q2 | $302K | Buy |
13,084
+3,250
| +33% | +$75K | 0.03% | 311 |
|
|
2023
Q1 | $212K | Sell |
9,834
-4,417
| -31% | -$95.3K | 0.03% | 359 |
|
|
2022
Q4 | $312K | Buy |
14,251
+3,059
| +27% | +$67K | 0.05% | 273 |
|
|
2022
Q3 | $236K | Buy |
11,192
+1,293
| +13% | +$27.3K | 0.05% | 276 |
|
|
2022
Q2 | $175K | Buy |
9,899
+7,614
| +333% | +$135K | 0.05% | 275 |
|
|
2022
Q1 | $43K | Buy |
2,285
+1,050
| +85% | +$19.8K | 0.01% | 497 |
|
|
2021
Q4 | $25K | Buy |
+1,235
| New | +$25K | 0.01% | 597 |
|