EWA
EverSource Wealth Advisors’s Perimeter Solutions PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9K | Buy |
+3,010
| New | +$41.9K | ﹤0.01% | 1728 |
|
|
2025
Q1 | – | Sell |
-48
| Closed | -$613 | – | 4152 |
|
|
2024
Q4 | $613 | Buy |
+48
| New | +$613 | ﹤0.01% | 3119 |
|
|
2024
Q1 | – | Sell |
-218
| Closed | -$1K | – | 2975 |
|
|
2023
Q4 | $1K | Buy |
+218
| New | +$1K | ﹤0.01% | 2402 |
|