EverSource Wealth Advisors’s OR Royalties Inc. OR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.2K | Buy |
1,954
+14
| +0.7% | +$360 | ﹤0.01% | 1603 |
|
|
2025
Q1 | $41K | Sell |
1,940
-32
| -2% | -$676 | ﹤0.01% | 1326 |
|
|
2024
Q4 | $35.7K | Sell |
1,972
-376
| -16% | -$6.81K | ﹤0.01% | 1339 |
|
|
2024
Q3 | $43.5K | Buy |
2,348
+359
| +18% | +$6.65K | ﹤0.01% | 1127 |
|
|
2024
Q2 | $34.9K | Buy |
1,989
+344
| +21% | +$6.03K | ﹤0.01% | 1261 |
|
|
2024
Q1 | $25.3K | Buy |
1,645
+916
| +126% | +$14.1K | ﹤0.01% | 1253 |
|
|
2023
Q4 | $10.4K | Buy |
729
+644
| +758% | +$9.2K | ﹤0.01% | 1543 |
|
|
2023
Q3 | $999 | Buy |
85
+53
| +166% | +$623 | ﹤0.01% | 2221 |
|
|
2023
Q2 | $492 | Buy |
+32
| New | +$492 | ﹤0.01% | 2359 |
|
|
2023
Q1 | – | Sell |
-69
| Closed | -$833 | – | 2493 |
|
|
2022
Q4 | $833 | Buy |
+69
| New | +$833 | ﹤0.01% | 2136 |
|