EverSource Wealth Advisors’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
8,698
+3,510
| +68% | +$56.4K | 0.01% | 1030 |
|
|
2025
Q1 | $74.4K | Buy |
5,188
+448
| +9% | +$6.42K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $64.3K | Sell |
4,740
-1,647
| -26% | -$22.3K | ﹤0.01% | 1075 |
|
|
2024
Q3 | $107K | Buy |
6,387
+370
| +6% | +$6.21K | 0.01% | 774 |
|
|
2024
Q2 | $97.1K | Sell |
6,017
-3,978
| -40% | -$64.2K | 0.01% | 814 |
|
|
2024
Q1 | $161K | Sell |
9,995
-4,147
| -29% | -$66.6K | 0.01% | 561 |
|
|
2023
Q4 | $252K | Sell |
14,142
-5,789
| -29% | -$103K | 0.02% | 383 |
|
|
2023
Q3 | $326K | Buy |
19,931
+7,993
| +67% | +$131K | 0.03% | 292 |
|
|
2023
Q2 | $232K | Buy |
11,938
+3,587
| +43% | +$69.8K | 0.03% | 370 |
|
|
2023
Q1 | $166K | Buy |
8,351
+247
| +3% | +$4.91K | 0.02% | 409 |
|
|
2022
Q4 | $156K | Buy |
8,104
+2,060
| +34% | +$39.8K | 0.02% | 389 |
|
|
2022
Q3 | $120K | Buy |
6,044
+2,001
| +49% | +$39.7K | 0.03% | 385 |
|
|
2022
Q2 | $90K | Hold |
4,043
| – | – | 0.02% | 407 |
|
|
2022
Q1 | $106K | Buy |
+4,043
| New | +$106K | 0.03% | 326 |
|