EWA
OR icon

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
2026
Q1 		$173K Buy
4,539
+2,209
+95% +$90.7K 0.01% 1127
2025
Q4 		$82.5K Buy
2,330
+225
+11% +$7.88K ﹤0.01% 1419
2025
Q3 		$84.4K Buy
2,105
+151
+8% +$4.71K ﹤0.01% 1376
2025
Q2 		$50.2K Buy
1,954
+14
+0.7% +$337 ﹤0.01% 1610
2025
Q1 		$41K Sell
1,940
-32
-2% -$615 ﹤0.01% 1327
2024
Q4 		$35.7K Sell
1,972
-376
-16% -$7.31K ﹤0.01% 1339
2024
Q3 		$43.5K Buy
2,348
+359
+18% +$6.21K ﹤0.01% 1127
2024
Q2 		$34.9K Buy
1,989
+344
+21% +$5.57K ﹤0.01% 1261
2024
Q1 		$25.3K Buy
1,645
+916
+126% +$13.5K ﹤0.01% 1253
2023
Q4 		$10.4K Buy
729
+644
+758% +$8.44K ﹤0.01% 1543
2023
Q3 		$999 Buy
85
+53
+166% +$724 ﹤0.01% 2221
2023
Q2 		$492 Buy
+32
New +$518 ﹤0.01% 2360
2023
Q1 		– Sell
-69
Closed -$833 – 2494
2022
Q4 		$833 Buy
+69
New +$799 ﹤0.01% 2136

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