EverSource Wealth Advisors’s Wabash National WNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.92K | Buy |
557
+208
| +60% | +$2.21K | ﹤0.01% | 3078 |
|
2025
Q1 | $3.86K | Sell |
349
-61
| -15% | -$674 | ﹤0.01% | 2618 |
|
2024
Q4 | $7.02K | Buy |
410
+86
| +27% | +$1.47K | ﹤0.01% | 2181 |
|
2024
Q3 | $6.22K | Sell |
324
-96
| -23% | -$1.84K | ﹤0.01% | 2131 |
|
2024
Q2 | $9.03K | Buy |
420
+96
| +30% | +$2.06K | ﹤0.01% | 1908 |
|
2024
Q1 | $7.49K | Hold |
324
| – | – | ﹤0.01% | 1840 |
|
2023
Q4 | $8.3K | Hold |
324
| – | – | ﹤0.01% | 1650 |
|
2023
Q3 | $6.84K | Hold |
324
| – | – | ﹤0.01% | 1569 |
|
2023
Q2 | $8.31K | Hold |
324
| – | – | ﹤0.01% | 1527 |
|
2023
Q1 | $7.97K | Sell |
324
-109
| -25% | -$2.68K | ﹤0.01% | 1464 |
|
2022
Q4 | $9.79K | Buy |
433
+44
| +11% | +$994 | ﹤0.01% | 1341 |
|
2022
Q3 | $6K | Sell |
389
-91
| -19% | -$1.4K | ﹤0.01% | 1328 |
|
2022
Q2 | $7K | Sell |
480
-178
| -27% | -$2.6K | ﹤0.01% | 1174 |
|
2022
Q1 | $10K | Hold |
658
| – | – | ﹤0.01% | 989 |
|
2021
Q4 | $13K | Buy |
+658
| New | +$13K | ﹤0.01% | 870 |
|