EWA
EverSource Wealth Advisors’s Q2 Holdings QTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71K | Buy |
61
+32
| +110% | +$3K | ﹤0.01% | 3095 |
|
|
2025
Q1 | $2.32K | Sell |
29
-10
| -26% | -$800 | ﹤0.01% | 2853 |
|
|
2024
Q4 | $3.93K | Buy |
+39
| New | +$3.93K | ﹤0.01% | 2450 |
|
|
2024
Q1 | – | Sell |
-32
| Closed | -$1.39K | – | 2980 |
|
|
2023
Q4 | $1.39K | Buy |
+32
| New | +$1.39K | ﹤0.01% | 2291 |
|
|
2023
Q2 | – | Sell |
-133
| Closed | -$3.27K | – | 2593 |
|
|
2023
Q1 | $3.27K | Sell |
133
-334
| -72% | -$8.22K | ﹤0.01% | 1781 |
|
|
2022
Q4 | $12.5K | Buy |
+467
| New | +$12.5K | ﹤0.01% | 1248 |
|
|
2022
Q2 | – | Sell |
-80
| Closed | -$5K | – | 1859 |
|
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 1284 |
|
|
2021
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 1196 |
|