EverSource Wealth Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
7,766
+2,593
| +50% | +$232K | 0.03% | 361 |
|
|
2025
Q1 | $392K | Buy |
5,173
+1,467
| +40% | +$111K | 0.02% | 440 |
|
|
2024
Q4 | $286K | Buy |
3,706
+1,562
| +73% | +$121K | 0.02% | 520 |
|
|
2024
Q3 | $157K | Buy |
2,144
+425
| +25% | +$31K | 0.01% | 639 |
|
|
2024
Q2 | $116K | Buy |
1,719
+1,365
| +386% | +$92.4K | 0.01% | 739 |
|
|
2024
Q1 | $21.2K | Buy |
354
+72
| +26% | +$4.31K | ﹤0.01% | 1332 |
|
|
2023
Q4 | $16.4K | Buy |
282
+50
| +22% | +$2.91K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $11.3K | Sell |
232
-517
| -69% | -$25.1K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $37.3K | Buy |
749
+180
| +32% | +$8.97K | ﹤0.01% | 945 |
|
|
2023
Q1 | $31.1K | Buy |
569
+193
| +51% | +$10.5K | ﹤0.01% | 946 |
|
|
2022
Q4 | $23.1K | Buy |
376
+187
| +99% | +$11.5K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $11K | Hold |
189
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q2 | $9K | Buy |
189
+45
| +31% | +$2.14K | ﹤0.01% | 1075 |
|
|
2022
Q1 | $9K | Sell |
144
-135
| -48% | -$8.44K | ﹤0.01% | 1028 |
|
|
2021
Q4 | $20K | Buy |
+279
| New | +$20K | 0.01% | 687 |
|