EverSource Wealth Advisors’s Ivanhoe Electric IE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.17K | Buy |
129
+79
| +158% | +$717 | ﹤0.01% | 3679 |
|
2025
Q1 | $291 | Buy |
50
+30
| +150% | +$175 | ﹤0.01% | 3604 |
|
2024
Q4 | $151 | Buy |
+20
| New | +$151 | ﹤0.01% | 3484 |
|
2023
Q1 | – | Sell |
-313
| Closed | -$3.8K | – | 2457 |
|
2022
Q4 | $3.8K | Buy |
313
+126
| +67% | +$1.53K | ﹤0.01% | 1707 |
|
2022
Q3 | $2K | Buy |
+187
| New | +$2K | ﹤0.01% | 1677 |
|