EverSource Wealth Advisors’s Li Auto LI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7K | Buy |
1,134
+224
| +25% | +$6.07K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $22.9K | Buy |
910
+145
| +19% | +$3.65K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $18.4K | Sell |
765
-95
| -11% | -$2.28K | ﹤0.01% | 1671 |
|
|
2024
Q3 | $22.1K | Buy |
860
+246
| +40% | +$6.31K | ﹤0.01% | 1439 |
|
|
2024
Q2 | $12.1K | Buy |
614
+411
| +202% | +$8.11K | ﹤0.01% | 1745 |
|
|
2024
Q1 | $5.34K | Buy |
203
+18
| +10% | +$473 | ﹤0.01% | 2027 |
|
|
2023
Q4 | $6.92K | Buy |
185
+5
| +3% | +$187 | ﹤0.01% | 1725 |
|
|
2023
Q3 | $6.42K | Sell |
180
-500
| -74% | -$17.8K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $23.9K | Buy |
680
+540
| +386% | +$19K | ﹤0.01% | 1082 |
|
|
2023
Q1 | $3.49K | Buy |
140
+33
| +31% | +$823 | ﹤0.01% | 1757 |
|
|
2022
Q4 | $2.18K | Sell |
107
-92
| -46% | -$1.88K | ﹤0.01% | 1883 |
|
|
2022
Q3 | $4K | Buy |
199
+61
| +44% | +$1.23K | ﹤0.01% | 1450 |
|
|
2022
Q2 | $5K | Sell |
138
-250
| -64% | -$9.06K | ﹤0.01% | 1268 |
|
|
2022
Q1 | $10K | Buy |
388
+96
| +33% | +$2.47K | ﹤0.01% | 972 |
|
|
2021
Q4 | $9K | Buy |
+292
| New | +$9K | ﹤0.01% | 1003 |
|