EverSource Wealth Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Buy |
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|
2025
Q1 | $8.06K | Sell |
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|
2024
Q4 | $10.8K | Sell |
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|
2024
Q3 | $26.6K | Hold |
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|
2024
Q2 | $24.8K | Hold |
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|
2024
Q1 | $20.8K | Hold |
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|
2023
Q4 | $21.6K | Hold |
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|
2023
Q3 | $17.1K | Hold |
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|
2023
Q2 | $15.2K | Hold |
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|
2023
Q1 | $13.2K | Hold |
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|
2022
Q4 | $12K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $19K | Buy |
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|
2021
Q4 | $14K | Buy |
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