EverSource Wealth Advisors’s Perella Weinberg Partners PWP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.1K Buy
+780
New +$15.1K ﹤0.01% 2500
2025
Q1
Sell
-41
Closed -$977 4154
2024
Q4
$977 Buy
+41
New +$977 ﹤0.01% 2971