EverSource Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $830K | Buy |
|
|||||
|
2025
Q2 | $810K | Buy |
|
|||||
|
2025
Q1 | $347K | Buy |
|
|||||
|
2024
Q4 | $243K | Buy |
|
|||||
|
2024
Q3 | $212K | Sell |
|
|||||
|
2024
Q2 | $309K | Buy |
|
|||||
|
2024
Q1 | $218K | Buy |
|
|||||
|
2023
Q4 | $261K | Sell |
|
|||||
|
2023
Q3 | $239K | Buy |
|
|||||
|
2023
Q2 | $194K | Buy |
|
|||||
|
2023
Q1 | $228K | Sell |
|
|||||
|
2022
Q4 | $191K | Sell |
|
|||||
|
2022
Q3 | $214K | Buy |
|
|||||
|
2022
Q2 | $192K | Sell |
|
|||||
|
2022
Q1 | $513K | Buy |
|
|||||
|
2021
Q4 | $484K | Buy |
|