EverSource Wealth Advisors’s iQIYI IQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427 | Sell |
241
-17
| -7% | -$30 | ﹤0.01% | 3926 |
|
|
2025
Q1 | $584 | Sell |
258
-9
| -3% | -$20 | ﹤0.01% | 3404 |
|
|
2024
Q4 | $536 | Sell |
267
-429
| -62% | -$861 | ﹤0.01% | 3175 |
|
|
2024
Q3 | $1.99K | Buy |
696
+288
| +71% | +$823 | ﹤0.01% | 2551 |
|
|
2024
Q2 | $1.36K | Buy |
408
+400
| +5,000% | +$1.33K | ﹤0.01% | 2659 |
|
|
2024
Q1 | $39 | Buy |
+8
| New | +$39 | ﹤0.01% | 2866 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$91 | – | 2591 |
|
|
2023
Q2 | $91 | Hold |
17
| – | – | ﹤0.01% | 2445 |
|
|
2023
Q1 | $124 | Buy |
+17
| New | +$124 | ﹤0.01% | 2327 |
|
|
2022
Q1 | – | Sell |
-386
| Closed | -$2K | – | 1778 |
|
|
2021
Q4 | $2K | Buy |
+386
| New | +$2K | ﹤0.01% | 1565 |
|