EWA
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EverSource Wealth Advisors’s Post Holdings POST Stock Holding History

EverSource Wealth Advisors’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.3K Buy
256
+100
+64% +$10.2K ﹤0.01% 2361
2025
Q4 		$15.5K Sell
156
-507
-76% -$52.5K ﹤0.01% 2557
2025
Q3 		$71.3K Sell
663
-243
-27% -$26.1K ﹤0.01% 1456
2025
Q2 		$98.8K Buy
906
+727
+406% +$81.5K ﹤0.01% 1217
2025
Q1 		$20.8K Buy
179
+57
+47% +$6.32K ﹤0.01% 1668
2024
Q4 		$14K Buy
122
+36
+42% +$4.1K ﹤0.01% 1833
2024
Q3 		$9.96K Buy
86
+58
+207% +$6.5K ﹤0.01% 1868
2024
Q2 		$3.06K Sell
28
-8
-22% -$833 ﹤0.01% 2405
2024
Q1 		$3.82K Buy
36
+24
+200% +$2.4K ﹤0.01% 2168
2023
Q4 		$1.06K Buy
12
+1
+9% +$85 ﹤0.01% 2387
2023
Q3 		$943 Hold
11
– – ﹤0.01% 2251
2023
Q2 		$953 Hold
11
– – ﹤0.01% 2250
2023
Q1 		$989 Hold
11
– – ﹤0.01% 2119
2022
Q4 		$993 Hold
11
– – ﹤0.01% 2088
2022
Q3 		$1K Buy
+11
New +$952 ﹤0.01% 1867

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