EverSource Wealth Advisors’s Main Thematic Innovation ETF TMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Hold |
497
| – | – | ﹤0.01% | 2700 |
|
|
2025
Q1 | $8.79K | Sell |
497
-3
| -0.6% | -$53 | ﹤0.01% | 2174 |
|
|
2024
Q4 | $10.4K | Hold |
500
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q3 | $8.89K | Hold |
500
| – | – | ﹤0.01% | 1937 |
|
|
2024
Q2 | $8.69K | Hold |
500
| – | – | ﹤0.01% | 1928 |
|
|
2024
Q1 | $7.95K | Buy |
+500
| New | +$7.95K | ﹤0.01% | 1817 |
|
|
2023
Q4 | – | Sell |
-806
| Closed | -$11K | – | 2747 |
|
|
2023
Q3 | $11K | Buy |
+806
| New | +$11K | ﹤0.01% | 1386 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2431 |
|
|
2022
Q3 | – | Sell |
-1,654
| Closed | -$22K | – | 2139 |
|
|
2022
Q2 | $22K | Buy |
+1,654
| New | +$22K | 0.01% | 810 |
|