EverSource Wealth Advisors’s Paramount Group PGRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Buy |
+2,265
| New | +$13.8K | ﹤0.01% | 2576 |
|
|
2025
Q1 | – | Sell |
-198
| Closed | -$978 | – | 4149 |
|
|
2024
Q4 | $978 | Sell |
198
-1,399
| -88% | -$6.91K | ﹤0.01% | 2970 |
|
|
2024
Q3 | $7.86K | Hold |
1,597
| – | – | ﹤0.01% | 1999 |
|
|
2024
Q2 | $8.37K | Sell |
1,597
-106
| -6% | -$555 | ﹤0.01% | 1947 |
|
|
2024
Q1 | $7.9K | Buy |
1,703
+304
| +22% | +$1.41K | ﹤0.01% | 1819 |
|
|
2023
Q4 | $7.23K | Hold |
1,399
| – | – | ﹤0.01% | 1705 |
|
|
2023
Q3 | $6.46K | Hold |
1,399
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q2 | $6.2K | Buy |
1,399
+603
| +76% | +$2.67K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $3.63K | Buy |
+796
| New | +$3.63K | ﹤0.01% | 1748 |
|