EverSource Wealth Advisors’s SITE Centers SITC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Buy |
3,761
+3,671
| +4,079% | +$41.5K | ﹤0.01% | 1716 |
|
|
2025
Q1 | $1.16K | Sell |
90
-12
| -12% | -$154 | ﹤0.01% | 3172 |
|
|
2024
Q4 | $1.56K | Sell |
102
-872
| -90% | -$13.3K | ﹤0.01% | 2810 |
|
|
2024
Q3 | $11.5K | Sell |
974
-12
| -1% | -$142 | ﹤0.01% | 1777 |
|
|
2024
Q2 | $11.9K | Hold |
986
| – | – | ﹤0.01% | 1755 |
|
|
2024
Q1 | $10.4K | Buy |
986
+416
| +73% | +$4.38K | ﹤0.01% | 1671 |
|
|
2023
Q4 | $6.07K | Sell |
570
-71
| -11% | -$755 | ﹤0.01% | 1778 |
|
|
2023
Q3 | $6.17K | Buy |
641
+124
| +24% | +$1.19K | ﹤0.01% | 1622 |
|
|
2023
Q2 | $5.33K | Buy |
+517
| New | +$5.33K | ﹤0.01% | 1708 |
|
|
2023
Q1 | – | Sell |
-302
| Closed | -$3.22K | – | 2519 |
|
|
2022
Q4 | $3.22K | Sell |
302
-120
| -28% | -$1.28K | ﹤0.01% | 1758 |
|
|
2022
Q3 | $4K | Sell |
422
-1,525
| -78% | -$14.5K | ﹤0.01% | 1473 |
|
|
2022
Q2 | $21K | Hold |
1,947
| – | – | 0.01% | 818 |
|
|
2022
Q1 | $25K | Hold |
1,947
| – | – | 0.01% | 627 |
|
|
2021
Q4 | $24K | Buy |
+1,947
| New | +$24K | 0.01% | 617 |
|