EverSource Wealth Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
1,173
+559
| +91% | +$112K | 0.01% | 794 |
|
|
2025
Q1 | $106K | Buy |
614
+253
| +70% | +$43.8K | 0.01% | 884 |
|
|
2024
Q4 | $57.9K | Buy |
361
+136
| +60% | +$21.8K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $38.4K | Buy |
225
+43
| +24% | +$7.34K | ﹤0.01% | 1179 |
|
|
2024
Q2 | $29.5K | Sell |
182
-2
| -1% | -$324 | ﹤0.01% | 1327 |
|
|
2024
Q1 | $27.8K | Buy |
184
+80
| +77% | +$12.1K | ﹤0.01% | 1215 |
|
|
2023
Q4 | $15.2K | Buy |
104
+80
| +333% | +$11.7K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $2.94K | Hold |
24
| – | – | ﹤0.01% | 1889 |
|
|
2023
Q2 | $3.24K | Hold |
24
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q1 | $3.25K | Buy |
24
+6
| +33% | +$813 | ﹤0.01% | 1783 |
|
|
2022
Q4 | $2.17K | Hold |
18
| – | – | ﹤0.01% | 1889 |
|
|
2022
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 1731 |
|
|
2022
Q2 | $2K | Sell |
18
-92
| -84% | -$10.2K | ﹤0.01% | 1576 |
|
|
2022
Q1 | $12K | Sell |
110
-23
| -17% | -$2.51K | ﹤0.01% | 918 |
|
|
2021
Q4 | $17K | Buy |
+133
| New | +$17K | ﹤0.01% | 761 |
|