EverSource Wealth Advisors’s Ur-Energy URG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86K | Buy |
1,768
+974
| +123% | +$1.02K | ﹤0.01% | 3523 |
|
2025
Q1 | $535 | Buy |
794
+695
| +702% | +$468 | ﹤0.01% | 3435 |
|
2024
Q4 | $114 | Buy |
+99
| New | +$114 | ﹤0.01% | 3522 |
|
2023
Q3 | – | Sell |
-450
| Closed | -$473 | – | 2678 |
|
2023
Q2 | $473 | Hold |
450
| – | – | ﹤0.01% | 2367 |
|
2023
Q1 | $477 | Hold |
450
| – | – | ﹤0.01% | 2233 |
|
2022
Q4 | $518 | Buy |
+450
| New | +$518 | ﹤0.01% | 2200 |
|