EverSource Wealth Advisors’s TD Synnex SNX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
852
+126
+17% +$17.1K 0.01% 1123
2025
Q1
$75.5K Buy
726
+165
+29% +$17.2K ﹤0.01% 1026
2024
Q4
$65.8K Buy
561
+46
+9% +$5.4K ﹤0.01% 1062
2024
Q3
$61.9K Buy
515
+35
+7% +$4.2K ﹤0.01% 979
2024
Q2
$57.2K Sell
480
-8
-2% -$954 ﹤0.01% 1029
2024
Q1
$57.5K Sell
488
-72
-13% -$8.49K ﹤0.01% 915
2023
Q4
$60.3K Sell
560
-67
-11% -$7.21K 0.01% 826
2023
Q3
$62.6K Buy
627
+43
+7% +$4.29K 0.01% 737
2023
Q2
$54.9K Buy
584
+148
+34% +$13.9K 0.01% 801
2023
Q1
$42.2K Buy
436
+217
+99% +$21K 0.01% 847
2022
Q4
$20.7K Sell
219
-167
-43% -$15.8K ﹤0.01% 1058
2022
Q3
$31K Buy
+386
New +$31K 0.01% 757