EverSource Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Buy |
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|
2025
Q2 | $114K | Buy |
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|
2025
Q1 | $70.2K | Sell |
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|
2024
Q4 | $145K | Buy |
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|
2024
Q3 | $124K | Sell |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $100K | Sell |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $148K | Buy |
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|
2021
Q4 | $67K | Buy |
|