EverSource Wealth Advisors’s Pricesmart PSMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85.9K | Sell |
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|
2025
Q2 | $81.5K | Buy |
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|
2025
Q1 | $17.3K | Buy |
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|
2024
Q4 | $9.13K | Buy |
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|
2024
Q3 | $8.54K | Hold |
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|
2024
Q2 | $8.49K | Buy |
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|
2024
Q1 | $5.32K | Buy |
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|
2023
Q4 | $379 | Sell |
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|
2023
Q3 | $8.63K | Sell |
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|
2023
Q2 | $9.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.49K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $5K | Buy |
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