EWA
EverSource Wealth Advisors’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Sell |
541
-4,550
| -89% | -$125K | ﹤0.01% | 2522 |
|
|
2025
Q1 | $126K | Sell |
5,091
-179,020
| -97% | -$4.42M | 0.01% | 826 |
|
|
2024
Q4 | $4.24M | Sell |
184,111
-9,565
| -5% | -$220K | 0.24% | 89 |
|
|
2024
Q3 | $4.13M | Hold |
193,676
| – | – | 0.26% | 81 |
|
|
2024
Q2 | $4.75M | Sell |
193,676
-25,000
| -11% | -$613K | 0.32% | 74 |
|
|
2024
Q1 | $4.97M | Sell |
218,676
-79,559
| -27% | -$1.81M | 0.39% | 64 |
|
|
2023
Q4 | $6.31M | Hold |
298,235
| – | – | 0.58% | 40 |
|
|
2023
Q3 | $6.3M | Hold |
298,235
| – | – | 0.67% | 38 |
|
|
2023
Q2 | $6.82M | Hold |
298,235
| – | – | 0.75% | 28 |
|
|
2023
Q1 | $7.32M | Sell |
298,235
-198,040
| -40% | -$4.86M | 0.91% | 25 |
|
|
2022
Q4 | $12.1M | Hold |
496,275
| – | – | 1.83% | 10 |
|
|
2022
Q3 | $9.94M | Sell |
496,275
-30,000
| -6% | -$601K | 2.28% | 7 |
|
|
2022
Q2 | $13.2M | Hold |
526,275
| – | – | 3.39% | 3 |
|
|
2022
Q1 | $14.7M | Hold |
526,275
| – | – | 3.72% | 4 |
|
|
2021
Q4 | $12M | Buy |
+526,275
| New | +$12M | 3.36% | 7 |
|