EverSource Wealth Advisors’s Veren VRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,156
| Closed | -$40.8K | – | 4370 |
|
|
2025
Q1 | $40.8K | Buy |
6,156
+205
| +3% | +$1.36K | ﹤0.01% | 1329 |
|
|
2024
Q4 | $30.6K | Buy |
5,951
+2,655
| +81% | +$13.6K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $20.3K | Sell |
3,296
-2,054
| -38% | -$12.6K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $41.7K | Buy |
5,350
+4,701
| +724% | +$36.7K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $5.72K | Sell |
649
-2,275
| -78% | -$20K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $20.3K | Buy |
2,924
+599
| +26% | +$4.15K | ﹤0.01% | 1226 |
|
|
2023
Q3 | $19.3K | Hold |
2,325
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q2 | $15.6K | Buy |
2,325
+2,170
| +1,400% | +$14.6K | ﹤0.01% | 1242 |
|
|
2023
Q1 | $1.09K | Buy |
+155
| New | +$1.09K | ﹤0.01% | 2088 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2447 |
|
|
2022
Q3 | – | Sell |
-6,965
| Closed | -$50K | – | 2166 |
|
|
2022
Q2 | $50K | Buy |
+6,965
| New | +$50K | 0.01% | 634 |
|