EverSource Wealth Advisors’s TransUnion TRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Buy |
528
+197
| +60% | +$17.3K | ﹤0.01% | 1664 |
|
|
2025
Q1 | $27.5K | Buy |
331
+212
| +178% | +$17.6K | ﹤0.01% | 1519 |
|
|
2024
Q4 | $11K | Buy |
119
+46
| +63% | +$4.26K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $7.64K | Buy |
73
+29
| +66% | +$3.04K | ﹤0.01% | 2014 |
|
|
2024
Q2 | $3.97K | Sell |
44
-1
| -2% | -$90 | ﹤0.01% | 2301 |
|
|
2024
Q1 | $3.29K | Buy |
45
+43
| +2,150% | +$3.14K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $137 | Sell |
2
-562
| -100% | -$38.5K | ﹤0.01% | 2590 |
|
|
2023
Q3 | $40.5K | Hold |
564
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $44.2K | Sell |
564
-101
| -15% | -$7.91K | ﹤0.01% | 883 |
|
|
2023
Q1 | $41.3K | Buy |
665
+8
| +1% | +$497 | 0.01% | 854 |
|
|
2022
Q4 | $37.3K | Buy |
+657
| New | +$37.3K | 0.01% | 869 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$2K | – | 2142 |
|
|
2022
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1578 |
|
|
2022
Q1 | – | Sell |
-33
| Closed | -$4K | – | 1849 |
|
|
2021
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 1364 |
|