EverSource Wealth Advisors’s i3 Verticals IIIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.9K Sell
2025
Q1
$126K Sell
2024
Q4
$4.24M Sell
2024
Q3
$4.13M Hold
2024
Q2
$4.75M Sell
2024
Q1
$4.97M Sell
2023
Q4
$6.31M Hold
2023
Q3
$6.3M Hold
2023
Q2
$6.82M Hold
2023
Q1
$7.32M Sell
2022
Q4
$12.1M Hold
2022
Q3
$9.94M Sell
2022
Q2
$13.2M Hold
2022
Q1
$14.7M Hold
2021
Q4
$12M Buy