EverSource Wealth Advisors’s UL Solutions ULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Sell |
476
-223
| -32% | -$16.2K | ﹤0.01% | 1863 |
|
|
2025
Q1 | $39.4K | Buy |
699
+11
| +2% | +$621 | ﹤0.01% | 1357 |
|
|
2024
Q4 | $34.3K | Sell |
688
-5
| -0.7% | -$250 | ﹤0.01% | 1357 |
|
|
2024
Q3 | $34.2K | Buy |
693
+1
| +0.1% | +$49 | ﹤0.01% | 1231 |
|
|
2024
Q2 | $35K | Buy |
+692
| New | +$35K | ﹤0.01% | 1260 |
|