EverSource Wealth Advisors’s Indonesia Energy Corp INDO Stock Holding History

EverSource Wealth Advisors’s Portfolio INDO Stock Details INDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-99	Closed	-$438	–	2579
2023 Q2	$438	Hold	99	–	–	﹤0.01%	2373
2023 Q1	$472	Hold	99	–	–	﹤0.01%	2237
2022 Q4	$461	Buy	+99	New	+$615	﹤0.01%	2220

Other funds holding INDO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's INDO Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Indonesia Energy Corp (INDO) in Q3 2023, closing a stake of 99 shares — an estimated $438 sold.

EverSource Wealth Advisors first reported a position in INDO in Q4 2022 and held it in 3 quarters. The position peaked at $472 in Q1 2023. 6 funds tracked by Wall St. Rank hold INDO as of Q3 2023.

EverSource Wealth Advisors reported no remaining Indonesia Energy Corp position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 99 Indonesia Energy Corp shares in Q3 2023, an estimated $438.
EverSource Wealth Advisors first reported a position in Indonesia Energy Corp in Q4 2022 and held it in 3 quarters.
EverSource Wealth Advisors's Indonesia Energy Corp position peaked at $472 in Q1 2023.
6 funds tracked by Wall St. Rank held Indonesia Energy Corp as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.