EverSource Wealth Advisors’s Information Services Group III Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154 Buy
32
+10
+45% +$48 ﹤0.01% 4073
2025
Q1
$86 Buy
+22
New +$86 ﹤0.01% 3846