EWA
EverSource Wealth Advisors’s Visteon VC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.9K | Buy |
117
+7
| +6% | +$653 | ﹤0.01% | 2745 |
|
2025
Q1 | $8.54K | Buy |
110
+14
| +15% | +$1.09K | ﹤0.01% | 2194 |
|
2024
Q4 | $8.52K | Buy |
96
+58
| +153% | +$5.15K | ﹤0.01% | 2083 |
|
2024
Q3 | $3.62K | Sell |
38
-34,207
| -100% | -$3.26M | ﹤0.01% | 2351 |
|
2024
Q2 | $3.96M | Sell |
34,245
-309
| -0.9% | -$35.7K | 0.26% | 82 |
|
2024
Q1 | $3.82M | Buy |
34,554
+22,614
| +189% | +$2.5M | 0.3% | 75 |
|
2023
Q4 | $1.49M | Buy |
11,940
+11,931
| +132,567% | +$1.49M | 0.14% | 139 |
|
2023
Q3 | $1.24K | Hold |
9
| – | – | ﹤0.01% | 2142 |
|
2023
Q2 | $1.29K | Hold |
9
| – | – | ﹤0.01% | 2141 |
|
2023
Q1 | $1.41K | Hold |
9
| – | – | ﹤0.01% | 2031 |
|
2022
Q4 | $1.18K | Sell |
9
-250
| -97% | -$32.7K | ﹤0.01% | 2045 |
|
2022
Q3 | $28K | Hold |
259
| – | – | 0.01% | 796 |
|
2022
Q2 | $27K | Hold |
259
| – | – | 0.01% | 756 |
|
2022
Q1 | $28K | Hold |
259
| – | – | 0.01% | 593 |
|
2021
Q4 | $29K | Buy |
+259
| New | +$29K | 0.01% | 548 |
|