EverSource Wealth Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Sell |
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|
2025
Q1 | $39.6K | Buy |
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|
2024
Q4 | $19.3K | Sell |
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|
2024
Q3 | $20.7K | Buy |
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|
2024
Q2 | $2.9K | Sell |
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|
2024
Q1 | $6.16K | Buy |
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|
2023
Q4 | $2.21K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.26K | Sell |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $71K | Buy |
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