EverSource Wealth Advisors’s TaskUs TASK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587 | Buy |
35
+20
| +133% | +$335 | ﹤0.01% | 3856 |
|
|
2025
Q1 | $204 | Buy |
15
+9
| +150% | +$122 | ﹤0.01% | 3699 |
|
|
2024
Q4 | $102 | Buy |
+6
| New | +$102 | ﹤0.01% | 3541 |
|
|
2022
Q2 | – | Sell |
-140
| Closed | -$5K | – | 1886 |
|
|
2022
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q4 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 1067 |
|