EverSource Wealth Advisors’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Buy |
2,060
+1,345
| +188% | +$27K | ﹤0.01% | 1736 |
|
|
2025
Q1 | $11.2K | Sell |
715
-100
| -12% | -$1.57K | ﹤0.01% | 2049 |
|
|
2024
Q4 | $9.58K | Sell |
815
-756
| -48% | -$8.89K | ﹤0.01% | 2020 |
|
|
2024
Q3 | $27.1K | Sell |
1,571
-35
| -2% | -$603 | ﹤0.01% | 1339 |
|
|
2024
Q2 | $24.7K | Buy |
1,606
+835
| +108% | +$12.8K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $13.1K | Sell |
771
-101
| -12% | -$1.72K | ﹤0.01% | 1561 |
|
|
2023
Q4 | $16.1K | Buy |
872
+184
| +27% | +$3.4K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $10.3K | Hold |
688
| – | – | ﹤0.01% | 1413 |
|
|
2023
Q2 | $10.5K | Hold |
688
| – | – | ﹤0.01% | 1416 |
|
|
2023
Q1 | $8.5K | Hold |
688
| – | – | ﹤0.01% | 1431 |
|
|
2022
Q4 | $8.02K | Sell |
688
-164
| -19% | -$1.91K | ﹤0.01% | 1414 |
|
|
2022
Q3 | $10K | Buy |
+852
| New | +$10K | ﹤0.01% | 1143 |
|