EverSource Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Sell |
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|
2025
Q2 | $186K | Sell |
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|
2025
Q1 | $164K | Sell |
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|
2024
Q4 | $177K | Sell |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $581K | Buy |
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