EWA
EverSource Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
1,405
+792
| +129% | +$457K | 0.04% | 326 |
|
|
2025
Q1 | $347K | Buy |
613
+207
| +51% | +$117K | 0.02% | 475 |
|
|
2024
Q4 | $243K | Buy |
406
+43
| +12% | +$25.8K | 0.01% | 580 |
|
|
2024
Q3 | $212K | Sell |
363
-209
| -37% | -$122K | 0.01% | 536 |
|
|
2024
Q2 | $309K | Buy |
572
+104
| +22% | +$56.2K | 0.02% | 432 |
|
|
2024
Q1 | $218K | Buy |
468
+6
| +1% | +$2.8K | 0.02% | 462 |
|
|
2023
Q4 | $261K | Sell |
462
-4
| -0.9% | -$2.26K | 0.02% | 374 |
|
|
2023
Q3 | $239K | Buy |
466
+53
| +13% | +$27.2K | 0.03% | 360 |
|
|
2023
Q2 | $194K | Buy |
413
+7
| +2% | +$3.28K | 0.02% | 402 |
|
|
2023
Q1 | $228K | Sell |
406
-3
| -0.7% | -$1.68K | 0.03% | 351 |
|
|
2022
Q4 | $191K | Sell |
409
-98
| -19% | -$45.7K | 0.03% | 359 |
|
|
2022
Q3 | $214K | Buy |
507
+42
| +9% | +$17.7K | 0.05% | 289 |
|
|
2022
Q2 | $192K | Sell |
465
-555
| -54% | -$229K | 0.05% | 263 |
|
|
2022
Q1 | $513K | Buy |
1,020
+231
| +29% | +$116K | 0.13% | 148 |
|
|
2021
Q4 | $484K | Buy |
+789
| New | +$484K | 0.14% | 120 |
|