EverSource Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.4K | Buy |
584
+237
| +68% | +$9.09K | ﹤0.01% | 2197 |
|
2025
Q1 | $15.7K | Buy |
347
+115
| +50% | +$5.19K | ﹤0.01% | 1830 |
|
2024
Q4 | $9.11K | Sell |
232
-21
| -8% | -$824 | ﹤0.01% | 2046 |
|
2024
Q3 | $11.4K | Sell |
253
-47
| -16% | -$2.12K | ﹤0.01% | 1787 |
|
2024
Q2 | $13.3K | Buy |
300
+36
| +14% | +$1.6K | ﹤0.01% | 1712 |
|
2024
Q1 | $10.6K | Buy |
264
+22
| +9% | +$880 | ﹤0.01% | 1664 |
|
2023
Q4 | $11.9K | Sell |
242
-48
| -17% | -$2.36K | ﹤0.01% | 1484 |
|
2023
Q3 | $13.2K | Hold |
290
| – | – | ﹤0.01% | 1305 |
|
2023
Q2 | $15.3K | Buy |
290
+253
| +684% | +$13.4K | ﹤0.01% | 1251 |
|
2023
Q1 | $1.83K | Buy |
+37
| New | +$1.83K | ﹤0.01% | 1957 |
|
2022
Q3 | – | Sell |
-1,313
| Closed | -$58K | – | 2089 |
|
2022
Q2 | $58K | Buy |
+1,313
| New | +$58K | 0.02% | 578 |
|