EverSource Wealth Advisors’s WM Technology MAPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Buy |
60,434
+7
| +0% | +$6 | ﹤0.01% | 1559 |
|
|
2025
Q1 | $68.3K | Buy |
60,427
+164
| +0.3% | +$185 | ﹤0.01% | 1079 |
|
|
2024
Q4 | $83.2K | Hold |
60,263
| – | – | ﹤0.01% | 969 |
|
|
2024
Q3 | $52.4K | Hold |
60,263
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q2 | $65.1K | Hold |
60,263
| – | – | ﹤0.01% | 969 |
|
|
2024
Q1 | $76.2K | Hold |
60,263
| – | – | 0.01% | 815 |
|
|
2023
Q4 | $43.4K | Hold |
60,263
| – | – | ﹤0.01% | 958 |
|
|
2023
Q3 | $79.5K | Sell |
60,263
-40,053
| -40% | -$52.9K | 0.01% | 651 |
|
|
2023
Q2 | $84K | Hold |
100,316
| – | – | 0.01% | 642 |
|
|
2023
Q1 | $85.2K | Hold |
100,316
| – | – | 0.01% | 593 |
|
|
2022
Q4 | $101K | Hold |
100,316
| – | – | 0.02% | 501 |
|
|
2022
Q3 | $162K | Hold |
100,316
| – | – | 0.04% | 328 |
|
|
2022
Q2 | $330K | Buy |
+100,316
| New | +$330K | 0.09% | 199 |
|