EverSource Wealth Advisors’s ePlus PLUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Buy |
329
+197
| +149% | +$14.2K | ﹤0.01% | 2162 |
|
|
2025
Q1 | $8.06K | Sell |
132
-14
| -10% | -$854 | ﹤0.01% | 2232 |
|
|
2024
Q4 | $10.8K | Sell |
146
-124
| -46% | -$9.16K | ﹤0.01% | 1951 |
|
|
2024
Q3 | $26.6K | Hold |
270
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q2 | $24.8K | Hold |
270
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q1 | $20.8K | Hold |
270
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q4 | $21.6K | Hold |
270
| – | – | ﹤0.01% | 1204 |
|
|
2023
Q3 | $17.2K | Hold |
270
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q2 | $15.2K | Hold |
270
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q1 | $13.2K | Hold |
270
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q4 | $12K | Hold |
270
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q3 | $11K | Sell |
270
-64
| -19% | -$2.61K | ﹤0.01% | 1108 |
|
|
2022
Q2 | $17K | Hold |
334
| – | – | ﹤0.01% | 876 |
|
|
2022
Q1 | $19K | Buy |
334
+64
| +24% | +$3.64K | ﹤0.01% | 725 |
|
|
2021
Q4 | $14K | Buy |
+270
| New | +$14K | ﹤0.01% | 829 |
|