EverSource Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
1,067
+283
| +36% | +$30.1K | 0.01% | 1134 |
|
|
2025
Q1 | $70.2K | Sell |
784
-692
| -47% | -$62K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $145K | Buy |
1,476
+74
| +5% | +$7.26K | 0.01% | 786 |
|
|
2024
Q3 | $124K | Sell |
1,402
-18
| -1% | -$1.59K | 0.01% | 720 |
|
|
2024
Q2 | $121K | Buy |
1,420
+40
| +3% | +$3.4K | 0.01% | 725 |
|
|
2024
Q1 | $100K | Sell |
1,380
-850
| -38% | -$61.6K | 0.01% | 707 |
|
|
2023
Q4 | $173K | Sell |
2,230
-784
| -26% | -$60.7K | 0.02% | 471 |
|
|
2023
Q3 | $202K | Sell |
3,014
-41
| -1% | -$2.75K | 0.02% | 396 |
|
|
2023
Q2 | $224K | Sell |
3,055
-515
| -14% | -$37.7K | 0.02% | 377 |
|
|
2023
Q1 | $270K | Sell |
3,570
-26
| -0.7% | -$1.97K | 0.03% | 319 |
|
|
2022
Q4 | $279K | Sell |
3,596
-391
| -10% | -$30.3K | 0.04% | 295 |
|
|
2022
Q3 | $243K | Buy |
3,987
+1,550
| +64% | +$94.5K | 0.06% | 270 |
|
|
2022
Q2 | $151K | Buy |
2,437
+741
| +44% | +$45.9K | 0.04% | 296 |
|
|
2022
Q1 | $148K | Buy |
1,696
+980
| +137% | +$85.5K | 0.04% | 283 |
|
|
2021
Q4 | $67K | Buy |
+716
| New | +$67K | 0.02% | 369 |
|