EverSource Wealth Advisors’s Mechanics Bancorp Class A Common Stock MCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95K | Buy |
+149
| New | +$1.95K | ﹤0.01% | 3509 |
|
|
2024
Q2 | – | Sell |
-632
| Closed | -$7.74K | – | 3099 |
|
|
2024
Q1 | $7.74K | Hold |
632
| – | – | ﹤0.01% | 1828 |
|
|
2023
Q4 | $6.51K | Buy |
632
+516
| +445% | +$5.32K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $904 | Buy |
+116
| New | +$904 | ﹤0.01% | 2271 |
|
|
2023
Q2 | – | Sell |
-447
| Closed | -$8.04K | – | 2550 |
|
|
2023
Q1 | $8.04K | Buy |
+447
| New | +$8.04K | ﹤0.01% | 1456 |
|
|
2022
Q4 | – | Sell |
-37
| Closed | -$1K | – | 2359 |
|
|
2022
Q3 | $1K | Sell |
37
-72
| -66% | -$1.95K | ﹤0.01% | 1821 |
|
|
2022
Q2 | $4K | Hold |
109
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q1 | $5K | Hold |
109
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q4 | $6K | Buy |
+109
| New | +$6K | ﹤0.01% | 1179 |
|