EverSource Wealth Advisors’s Solo Brands, Inc. SBDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $174 | Sell |
579
-281
| -33% | -$84 | ﹤0.01% | 4065 |
|
2025
Q1 | $144 | Buy |
860
+578
| +205% | +$97 | ﹤0.01% | 3759 |
|
2024
Q4 | $321 | Buy |
282
+16
| +6% | +$18 | ﹤0.01% | 3325 |
|
2024
Q3 | $375 | Hold |
266
| – | – | ﹤0.01% | 2913 |
|
2024
Q2 | $636 | Hold |
266
| – | – | ﹤0.01% | 2840 |
|
2024
Q1 | $500 | Buy |
+266
| New | +$500 | ﹤0.01% | 2724 |
|