EverSource Wealth Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2K | Buy |
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|
2025
Q1 | $12.9K | Buy |
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|
2024
Q4 | $3.92K | Buy |
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|
2024
Q3 | $416 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $341 | Sell |
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|
2023
Q4 | $8.91K | Sell |
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|
2023
Q3 | $11.2K | Hold |
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|
2023
Q2 | $13.1K | Buy |
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|
2023
Q1 | $443 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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