EverSource Wealth Advisors’s PDF Solutions PDFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.81K Buy
+225
New +$4.81K ﹤0.01% 3166
2025
Q1
Sell
-28
Closed -$758 4144
2024
Q4
$758 Buy
+28
New +$758 ﹤0.01% 3060