EverSource Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
1,930
+537
| +39% | +$283K | 0.05% | 273 |
|
|
2025
Q1 | $708K | Buy |
1,393
+264
| +23% | +$134K | 0.04% | 313 |
|
|
2024
Q4 | $562K | Buy |
1,129
+481
| +74% | +$239K | 0.03% | 348 |
|
|
2024
Q3 | $335K | Buy |
648
+207
| +47% | +$107K | 0.02% | 420 |
|
|
2024
Q2 | $213K | Buy |
441
+7
| +2% | +$3.39K | 0.01% | 538 |
|
|
2024
Q1 | $181K | Buy |
434
+62
| +17% | +$25.8K | 0.01% | 519 |
|
|
2023
Q4 | $164K | Buy |
372
+32
| +9% | +$14.1K | 0.02% | 483 |
|
|
2023
Q3 | $124K | Buy |
340
+15
| +5% | +$5.49K | 0.01% | 500 |
|
|
2023
Q2 | $130K | Sell |
325
-73
| -18% | -$29.3K | 0.01% | 495 |
|
|
2023
Q1 | $137K | Buy |
398
+5
| +1% | +$1.73K | 0.02% | 456 |
|
|
2022
Q4 | $132K | Sell |
393
-107
| -21% | -$35.9K | 0.02% | 435 |
|
|
2022
Q3 | $152K | Buy |
500
+57
| +13% | +$17.3K | 0.03% | 342 |
|
|
2022
Q2 | $150K | Sell |
443
-35
| -7% | -$11.9K | 0.04% | 298 |
|
|
2022
Q1 | $196K | Buy |
478
+93
| +24% | +$38.1K | 0.05% | 254 |
|
|
2021
Q4 | $182K | Buy |
+385
| New | +$182K | 0.05% | 235 |
|