EWA
EverSource Wealth Advisors’s P10 PX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Buy |
1,535
+1,097
| +250% | +$11.2K | ﹤0.01% | 2472 |
|
|
2025
Q1 | $5.15K | Buy |
438
+82
| +23% | +$964 | ﹤0.01% | 2478 |
|
|
2024
Q4 | $4.49K | Sell |
356
-75
| -17% | -$946 | ﹤0.01% | 2397 |
|
|
2024
Q3 | $4.62K | Buy |
+431
| New | +$4.62K | ﹤0.01% | 2260 |
|
|
2024
Q1 | – | Sell |
-90
| Closed | -$920 | – | 2977 |
|
|
2023
Q4 | $920 | Sell |
90
-10
| -10% | -$102 | ﹤0.01% | 2421 |
|
|
2023
Q3 | $1.17K | Hold |
100
| – | – | ﹤0.01% | 2155 |
|
|
2023
Q2 | $1.13K | Buy |
+100
| New | +$1.13K | ﹤0.01% | 2174 |
|