EWA
EverSource Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
12,786
+151
| +1% | +$22K | 0.08% | 173 |
|
|
2025
Q1 | $1.67M | Sell |
12,635
-360
| -3% | -$47.7K | 0.09% | 173 |
|
|
2024
Q4 | $1.5M | Buy |
12,995
+1,453
| +13% | +$168K | 0.08% | 187 |
|
|
2024
Q3 | $1.4M | Sell |
11,542
-384
| -3% | -$46.5K | 0.09% | 176 |
|
|
2024
Q2 | $1.4M | Buy |
11,926
+1,368
| +13% | +$161K | 0.09% | 170 |
|
|
2024
Q1 | $1.07M | Buy |
10,558
+3,108
| +42% | +$316K | 0.08% | 175 |
|
|
2023
Q4 | $627K | Buy |
7,450
+1,212
| +19% | +$102K | 0.06% | 219 |
|
|
2023
Q3 | $449K | Buy |
6,238
+997
| +19% | +$71.8K | 0.05% | 244 |
|
|
2023
Q2 | $513K | Sell |
5,241
-437
| -8% | -$42.8K | 0.06% | 226 |
|
|
2023
Q1 | $556K | Sell |
5,678
-439
| -7% | -$43K | 0.07% | 205 |
|
|
2022
Q4 | $617K | Sell |
6,117
-585
| -9% | -$59K | 0.09% | 173 |
|
|
2022
Q3 | $548K | Sell |
6,702
-283
| -4% | -$23.1K | 0.13% | 162 |
|
|
2022
Q2 | $672K | Buy |
6,985
+278
| +4% | +$26.7K | 0.17% | 110 |
|
|
2022
Q1 | $664K | Buy |
6,707
+1,817
| +37% | +$180K | 0.17% | 119 |
|
|
2021
Q4 | $421K | Buy |
+4,890
| New | +$421K | 0.12% | 136 |
|