EverSource Wealth Advisors’s Pricesmart PSMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.5K | Buy |
776
+579
| +294% | +$60.8K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $17.3K | Buy |
197
+98
| +99% | +$8.61K | ﹤0.01% | 1770 |
|
|
2024
Q4 | $9.13K | Buy |
99
+6
| +6% | +$553 | ﹤0.01% | 2044 |
|
|
2024
Q3 | $8.54K | Hold |
93
| – | – | ﹤0.01% | 1957 |
|
|
2024
Q2 | $8.49K | Buy |
93
+27
| +41% | +$2.47K | ﹤0.01% | 1938 |
|
|
2024
Q1 | $5.32K | Buy |
66
+61
| +1,220% | +$4.92K | ﹤0.01% | 2028 |
|
|
2023
Q4 | $379 | Sell |
5
-111
| -96% | -$8.41K | ﹤0.01% | 2562 |
|
|
2023
Q3 | $8.63K | Sell |
116
-15
| -11% | -$1.12K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $9.7K | Buy |
+131
| New | +$9.7K | ﹤0.01% | 1457 |
|
|
2023
Q1 | – | Sell |
-41
| Closed | -$2.49K | – | 2506 |
|
|
2022
Q4 | $2.49K | Hold |
41
| – | – | ﹤0.01% | 1845 |
|
|
2022
Q3 | $2K | Sell |
41
-100
| -71% | -$4.88K | ﹤0.01% | 1712 |
|
|
2022
Q2 | $10K | Buy |
141
+82
| +139% | +$5.82K | ﹤0.01% | 1037 |
|
|
2022
Q1 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 1281 |
|