EverSource Wealth Advisors’s Ultragenyx Pharmaceutical RARE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Buy |
359
+321
| +845% | +$11.7K | ﹤0.01% | 2619 |
|
|
2025
Q1 | $1.38K | Buy |
38
+25
| +192% | +$905 | ﹤0.01% | 3101 |
|
|
2024
Q4 | $547 | Buy |
+13
| New | +$547 | ﹤0.01% | 3159 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$1.15K | – | 2640 |
|
|
2023
Q2 | $1.15K | Sell |
25
-12
| -32% | -$553 | ﹤0.01% | 2169 |
|
|
2023
Q1 | $1.48K | Buy |
+37
| New | +$1.48K | ﹤0.01% | 2023 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | – | – | 2099 |
|
|
2022
Q2 | $0 | Sell |
16
-69
| -81% | – | ﹤0.01% | 1860 |
|
|
2022
Q1 | $7K | Sell |
85
-66
| -44% | -$5.44K | ﹤0.01% | 1144 |
|
|
2021
Q4 | $13K | Buy |
+151
| New | +$13K | ﹤0.01% | 863 |
|