EverSource Wealth Advisors’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Buy |
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|
2025
Q1 | $68.3K | Buy |
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|
2024
Q4 | $83.2K | Hold |
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|
2024
Q3 | $52.4K | Hold |
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|
2024
Q2 | $65.1K | Hold |
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|
2024
Q1 | $76.2K | Hold |
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|
2023
Q4 | $43.4K | Hold |
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|
2023
Q3 | $79.5K | Sell |
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|
2023
Q2 | $84K | Hold |
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|
2023
Q1 | $85.2K | Hold |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $330K | Buy |
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