EverSource Wealth Advisors’s Shaw Communications Inc. SJR Stock Holding History

EverSource Wealth Advisors’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-84	Closed	-$2.51K	–	2644
2023 Q1	$2.51K	Sell	84 -35	-29%	-$1.01K	﹤0.01%	1864
2022 Q4	$3.42K	Sell	119 -43	-27%	-$1.13K	﹤0.01%	1733
2022 Q3	$4K	Buy	162 +99	+157%	+$2.62K	﹤0.01%	1492
2022 Q2	$2K	Hold	63	–	–	﹤0.01%	1605
2022 Q1	$2K	Buy	+63	New	+$1.89K	﹤0.01%	1613

Other funds holding SJR

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's SJR Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 84 shares — an estimated $2.51K sold.

EverSource Wealth Advisors first reported a position in SJR in Q1 2022 and held it in 5 quarters. The position peaked at $4K in Q3 2022. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

EverSource Wealth Advisors reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 84 Shaw Communications Inc. shares in Q2 2023, an estimated $2.51K.
EverSource Wealth Advisors first reported a position in Shaw Communications Inc. in Q1 2022 and held it in 5 quarters.
EverSource Wealth Advisors's Shaw Communications Inc. position peaked at $4K in Q3 2022.
1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.