EverSource Wealth Advisors’s Ubiquiti UI Stock Holding History

EverSource Wealth Advisors’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.5K	Sell
2025 Q1	$37.8K	Buy
2024 Q4	$25.2K	Buy
2024 Q3	$13.5K	Buy
2024 Q2	$8.35K	Hold
2024 Q1	$4.84K	Sell
2023 Q4	$14K	Buy