EverSource Wealth Advisors’s Ubiquiti UI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Sell |
108
-14
| -11% | -$5.76K | ﹤0.01% | 1692 |
|
|
2025
Q1 | $37.8K | Buy |
122
+46
| +61% | +$14.3K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $25.2K | Buy |
76
+15
| +25% | +$4.98K | ﹤0.01% | 1505 |
|
|
2024
Q3 | $13.5K | Buy |
61
+16
| +36% | +$3.55K | ﹤0.01% | 1702 |
|
|
2024
Q2 | $8.35K | Hold |
45
| – | – | ﹤0.01% | 1948 |
|
|
2024
Q1 | $4.84K | Sell |
45
-55
| -55% | -$5.92K | ﹤0.01% | 2068 |
|
|
2023
Q4 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 1411 |
|