EverSource Wealth Advisors’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.2K | Buy |
2,144
+1,830
| +583% | +$74.4K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $12.9K | Buy |
314
+246
| +362% | +$10.1K | ﹤0.01% | 1966 |
|
|
2024
Q4 | $3.92K | Buy |
68
+63
| +1,260% | +$3.63K | ﹤0.01% | 2451 |
|
|
2024
Q3 | $416 | Buy |
+5
| New | +$416 | ﹤0.01% | 2902 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$341 | – | 3125 |
|
|
2024
Q1 | $341 | Sell |
4
-90
| -96% | -$7.67K | ﹤0.01% | 2773 |
|
|
2023
Q4 | $8.91K | Sell |
94
-14
| -13% | -$1.33K | ﹤0.01% | 1609 |
|
|
2023
Q3 | $11.2K | Hold |
108
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q2 | $13.1K | Buy |
108
+104
| +2,600% | +$12.6K | ﹤0.01% | 1326 |
|
|
2023
Q1 | $443 | Buy |
+4
| New | +$443 | ﹤0.01% | 2247 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$5K | – | 2400 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 1281 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 1277 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 1273 |
|