EWA
POLY

EverSource Wealth Advisors’s Plantronics, Inc. POLY Stock Holding History

EverSource Wealth Advisors’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$4K – 2203
2022
Q2 		$4K Buy
+100
New +$3.97K ﹤0.01% 1370

Other funds holding POLY

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's POLY Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

EverSource Wealth Advisors first reported a position in POLY in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

  • EverSource Wealth Advisors reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 100 Plantronics, Inc. shares in Q3 2022, an estimated $4K.
  • EverSource Wealth Advisors first reported a position in Plantronics, Inc. in Q2 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Plantronics, Inc. position peaked at $4K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.