EWA
PDC

EverSource Wealth Advisors’s Perpetuals.com Ltd PDC Stock Holding History

EverSource Wealth Advisors’s Portfolio PDC Stock Details PDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$2.48K – 4442
2026
Q1 		$2.48K Sell
500
-771
-61% -$4.04K ﹤0.01% 3570
2025
Q4 		$8.23K Buy
1,271
+733
+136% +$3.46K ﹤0.01% 2894
2025
Q3 		$1.38K Buy
+538
New +$1.62K ﹤0.01% 3655

Other funds holding PDC

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's PDC Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Perpetuals.com Ltd (PDC) in Q2 2026, closing a stake of 500 shares — an estimated $2.48K sold.

EverSource Wealth Advisors first reported a position in PDC in Q3 2025 and held it in 3 quarters. The position peaked at $8.23K in Q4 2025. 2 funds tracked by Wall St. Rank hold PDC as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Perpetuals.com Ltd position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 500 Perpetuals.com Ltd shares in Q2 2026, an estimated $2.48K.
  • EverSource Wealth Advisors first reported a position in Perpetuals.com Ltd in Q3 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Perpetuals.com Ltd position peaked at $8.23K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Perpetuals.com Ltd as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.