EWA
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EverSource Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

EverSource Wealth Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36K Buy
153
+11
+8% +$144 ﹤0.01% 3588
2025
Q4 		$1.64K Sell
142
-150
-51% -$1.77K ﹤0.01% 3565
2025
Q3 		$3.92K Hold
292
– – ﹤0.01% 3258
2025
Q2 		$3.99K Buy
+292
New +$3.71K ﹤0.01% 3253
2023
Q4 		– Sell
-104
Closed -$2.14K – 2738
2023
Q3 		$2.14K Hold
104
– – ﹤0.01% 1981
2023
Q2 		$2.02K Buy
+104
New +$2.04K ﹤0.01% 2025
2023
Q1 		– Sell
-76
Closed -$1.21K – 2519
2022
Q4 		$1.21K Buy
+76
New +$1.39K ﹤0.01% 2042
2022
Q3 		– Sell
-95
Closed -$2K – 2120
2022
Q2 		$2K Buy
+95
New +$2.15K ﹤0.01% 1560

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VCM
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