EverSource Wealth Advisors’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
383
+341
| +812% | +$14.9K | ﹤0.01% | 2427 |
|
|
2025
Q1 | $1.93K | Buy |
42
+4
| +11% | +$183 | ﹤0.01% | 2947 |
|
|
2024
Q4 | $2.22K | Buy |
38
+14
| +58% | +$817 | ﹤0.01% | 2676 |
|
|
2024
Q3 | $1.43K | Hold |
24
| – | – | ﹤0.01% | 2629 |
|
|
2024
Q2 | $1.52K | Hold |
24
| – | – | ﹤0.01% | 2634 |
|
|
2024
Q1 | $1.19K | Sell |
24
-165
| -87% | -$8.19K | ﹤0.01% | 2528 |
|
|
2023
Q4 | $8.58K | Buy |
189
+165
| +688% | +$7.49K | ﹤0.01% | 1631 |
|
|
2023
Q3 | $1.21K | Hold |
24
| – | – | ﹤0.01% | 2148 |
|
|
2023
Q2 | $1.02K | Buy |
24
+14
| +140% | +$593 | ﹤0.01% | 2218 |
|
|
2023
Q1 | $412 | Sell |
10
-59
| -86% | -$2.43K | ﹤0.01% | 2268 |
|
|
2022
Q4 | $3.47K | Hold |
69
| – | – | ﹤0.01% | 1730 |
|
|
2022
Q3 | $3K | Sell |
69
-598
| -90% | -$26K | ﹤0.01% | 1596 |
|
|
2022
Q2 | $27K | Buy |
667
+598
| +867% | +$24.2K | 0.01% | 757 |
|
|
2022
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 1369 |
|
|
2021
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1468 |
|