EverSource Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Sell |
3,202
-11
| -0.3% | -$639 | 0.01% | 883 |
|
|
2025
Q1 | $164K | Sell |
3,213
-15
| -0.5% | -$766 | 0.01% | 728 |
|
|
2024
Q4 | $177K | Sell |
3,228
-4
| -0.1% | -$220 | 0.01% | 699 |
|
|
2024
Q3 | $174K | Hold |
3,232
| – | – | 0.01% | 607 |
|
|
2024
Q2 | $170K | Hold |
3,232
| – | – | 0.01% | 614 |
|
|
2024
Q1 | $155K | Buy |
+3,232
| New | +$155K | 0.01% | 572 |
|
|
2023
Q4 | – | Sell |
-9,620
| Closed | -$405K | – | 2736 |
|
|
2023
Q3 | $405K | Buy |
+9,620
| New | +$405K | 0.04% | 252 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2417 |
|
|
2022
Q3 | – | Sell |
-15,988
| Closed | -$581K | – | 2116 |
|
|
2022
Q2 | $581K | Buy |
+15,988
| New | +$581K | 0.15% | 125 |
|