EverSource Wealth Advisors’s REX American Resources REX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.11K | Buy |
187
+149
| +392% | +$7.26K | ﹤0.01% | 2858 |
|
2025
Q1 | $1.43K | Buy |
38
+20
| +111% | +$752 | ﹤0.01% | 3084 |
|
2024
Q4 | $750 | Buy |
+18
| New | +$750 | ﹤0.01% | 3064 |
|
2023
Q1 | – | Sell |
-61
| Closed | -$1.94K | – | 2510 |
|
2022
Q4 | $1.94K | Hold |
61
| – | – | ﹤0.01% | 1916 |
|
2022
Q3 | $2K | Sell |
61
-8
| -12% | -$262 | ﹤0.01% | 1717 |
|
2022
Q2 | $2K | Hold |
69
| – | – | ﹤0.01% | 1552 |
|
2022
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 1567 |
|
2021
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1607 |
|