EverSource Wealth Advisors’s UP Fintech Holding TIGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Sell |
2,411
-538
| -18% | -$5.19K | ﹤0.01% | 2171 |
|
|
2025
Q1 | $25.3K | Sell |
2,949
-21,652
| -88% | -$186K | ﹤0.01% | 1562 |
|
|
2024
Q4 | $159K | Buy |
+24,601
| New | +$159K | 0.01% | 746 |
|
|
2024
Q2 | – | Sell |
-361
| Closed | -$1.27K | – | 3145 |
|
|
2024
Q1 | $1.27K | Buy |
+361
| New | +$1.27K | ﹤0.01% | 2504 |
|