EverSource Wealth Advisors’s Barings Corporate Investors MCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.1K | Hold |
328
| – | – | ﹤0.01% | 2990 |
|
2025
Q1 | $7.69K | Sell |
328
-49
| -13% | -$1.15K | ﹤0.01% | 2266 |
|
2024
Q4 | $7.68K | Hold |
377
| – | – | ﹤0.01% | 2139 |
|
2024
Q3 | $7.51K | Hold |
377
| – | – | ﹤0.01% | 2025 |
|
2024
Q2 | $7.08K | Buy |
377
+328
| +669% | +$6.16K | ﹤0.01% | 2056 |
|
2024
Q1 | $888 | Hold |
49
| – | – | ﹤0.01% | 2620 |
|
2023
Q4 | $903 | Hold |
49
| – | – | ﹤0.01% | 2424 |
|
2023
Q3 | $781 | Hold |
49
| – | – | ﹤0.01% | 2307 |
|
2023
Q2 | $730 | Hold |
49
| – | – | ﹤0.01% | 2287 |
|
2023
Q1 | $693 | Hold |
49
| – | – | ﹤0.01% | 2174 |
|
2022
Q4 | $684 | Sell |
49
-769
| -94% | -$10.7K | ﹤0.01% | 2161 |
|
2022
Q3 | $11K | Hold |
818
| – | – | ﹤0.01% | 1102 |
|
2022
Q2 | $11K | Hold |
818
| – | – | ﹤0.01% | 1010 |
|
2022
Q1 | $12K | Sell |
818
-162
| -17% | -$2.38K | ﹤0.01% | 910 |
|
2021
Q4 | $16K | Buy |
+980
| New | +$16K | ﹤0.01% | 775 |
|