EverSource Wealth Advisors’s P10 PX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.7K Buy
2025
Q1
$5.15K Buy
2024
Q4
$4.49K Sell
2024
Q3
$4.62K Buy
2024
Q1
Sell
2023
Q4
$920 Sell
2023
Q3
$1.17K Hold
2023
Q2
$1.13K Buy