EverSource Wealth Advisors’s OR Royalties Inc OR Stock Holding History

EverSource Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$50.2K	Buy
2025 Q1	$41K	Sell
2024 Q4	$35.7K	Sell
2024 Q3	$43.5K	Buy
2024 Q2	$34.9K	Buy
2024 Q1	$25.3K	Buy
2023 Q4	$10.4K	Buy
2023 Q3	$999	Buy
2023 Q2	$492	Buy
2023 Q1	–	Sell
2022 Q4	$833	Buy