EverSource Wealth Advisors’s Seritage Growth Properties SRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-226
| Closed | -$931 | – | 4171 |
|
|
2024
Q4 | $931 | Buy |
226
+204
| +927% | +$840 | ﹤0.01% | 2991 |
|
|
2024
Q3 | $102 | Hold |
22
| – | – | ﹤0.01% | 2980 |
|
|
2024
Q2 | $112 | Sell |
22
-43
| -66% | -$219 | ﹤0.01% | 2992 |
|
|
2024
Q1 | $607 | Hold |
65
| – | – | ﹤0.01% | 2672 |
|
|
2023
Q4 | $608 | Sell |
65
-129
| -66% | -$1.21K | ﹤0.01% | 2487 |
|
|
2023
Q3 | $1.5K | Buy |
+194
| New | +$1.5K | ﹤0.01% | 2091 |
|