EverSource Wealth Advisors’s LendingTree TREE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82K | Buy |
265
+142
| +115% | +$5.26K | ﹤0.01% | 2811 |
|
|
2025
Q1 | $6.18K | Buy |
123
+76
| +162% | +$3.82K | ﹤0.01% | 2391 |
|
|
2024
Q4 | $1.82K | Buy |
47
+4
| +9% | +$155 | ﹤0.01% | 2751 |
|
|
2024
Q3 | $2.5K | Hold |
43
| – | – | ﹤0.01% | 2468 |
|
|
2024
Q2 | $2.29K | Hold |
43
| – | – | ﹤0.01% | 2505 |
|
|
2024
Q1 | $2.08K | Hold |
43
| – | – | ﹤0.01% | 2376 |
|
|
2023
Q4 | $1.3K | Sell |
43
-19
| -31% | -$576 | ﹤0.01% | 2311 |
|
|
2023
Q3 | $961 | Buy |
+62
| New | +$961 | ﹤0.01% | 2241 |
|
|
2023
Q2 | – | Sell |
-473
| Closed | -$12.6K | – | 2619 |
|
|
2023
Q1 | $12.6K | Buy |
473
+117
| +33% | +$3.12K | ﹤0.01% | 1266 |
|
|
2022
Q4 | $7.59K | Buy |
356
+170
| +91% | +$3.63K | ﹤0.01% | 1437 |
|
|
2022
Q3 | $4K | Buy |
186
+103
| +124% | +$2.22K | ﹤0.01% | 1479 |
|
|
2022
Q2 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 1351 |
|
|
2022
Q1 | – | Sell |
-192
| Closed | -$24K | – | 1848 |
|
|
2021
Q4 | $24K | Buy |
+192
| New | +$24K | 0.01% | 619 |
|