EverSource Wealth Advisors’s Imperial Oil IMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
2,472
+206
| +9% | +$16.4K | 0.01% | 866 |
|
|
2025
Q1 | $164K | Buy |
2,266
+254
| +13% | +$18.4K | 0.01% | 730 |
|
|
2024
Q4 | $124K | Sell |
2,012
-99
| -5% | -$6.1K | 0.01% | 840 |
|
|
2024
Q3 | $149K | Sell |
2,111
-1,197
| -36% | -$84.3K | 0.01% | 658 |
|
|
2024
Q2 | $237K | Buy |
3,308
+163
| +5% | +$11.7K | 0.02% | 501 |
|
|
2024
Q1 | $216K | Buy |
3,145
+255
| +9% | +$17.5K | 0.02% | 464 |
|
|
2023
Q4 | $165K | Buy |
2,890
+167
| +6% | +$9.55K | 0.02% | 482 |
|
|
2023
Q3 | $168K | Buy |
2,723
+10
| +0.4% | +$616 | 0.02% | 435 |
|
|
2023
Q2 | $139K | Buy |
2,713
+210
| +8% | +$10.7K | 0.02% | 477 |
|
|
2023
Q1 | $127K | Sell |
2,503
-66
| -3% | -$3.35K | 0.02% | 468 |
|
|
2022
Q4 | $125K | Buy |
2,569
+16
| +0.6% | +$780 | 0.02% | 447 |
|
|
2022
Q3 | $111K | Buy |
2,553
+2,364
| +1,251% | +$103K | 0.03% | 402 |
|
|
2022
Q2 | $9K | Hold |
189
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q1 | $9K | Hold |
189
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q4 | $7K | Buy |
+189
| New | +$7K | ﹤0.01% | 1110 |
|