EverSource Wealth Advisors’s RE/MAX Holdings RMAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.7K	Buy	1,684 +97	+6%	+$671	﹤0.01%	2936
2025 Q4	$12K	Buy	1,587 +1,016	+178%	+$8.24K	﹤0.01%	2708
2025 Q3	$5.38K	Buy	571 +290	+103%	+$2.56K	﹤0.01%	3127
2025 Q2	$2.3K	Buy	281 +64	+29%	+$497	﹤0.01%	3461
2025 Q1	$1.82K	Sell	217 -7	-3%	-$67	﹤0.01%	2970
2024 Q4	$2.39K	Buy	224 +7	+3%	+$84	﹤0.01%	2647
2024 Q3	$2.7K	Hold	217	–	–	﹤0.01%	2436
2024 Q2	$2.1K	Hold	217	–	–	﹤0.01%	2537
2024 Q1	$1.52K	Buy	217 +61	+39%	+$588	﹤0.01%	2460
2023 Q4	$2.08K	Buy	156 +56	+56%	+$614	﹤0.01%	2151
2023 Q3	$1.29K	Sell	100 -364	-78%	-$6.32K	﹤0.01%	2129
2023 Q2	$8.94K	Sell	464 -41	-8%	-$767	﹤0.01%	1488
2023 Q1	$9.47K	Buy	+505	New	+$10.1K	﹤0.01%	1388
2022 Q4	–	Sell	-38	Closed	-$1K	–	2412
2022 Q3	$1K	Sell	38 -568	-94%	-$13.5K	﹤0.01%	1876
2022 Q2	$15K	Buy	+606	New	+$14.7K	﹤0.01%	915