EverSource Wealth Advisors’s WW International WW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-292
| Closed | -$529 | – | 3154 |
|
|
2024
Q1 | $529 | Sell |
292
-234
| -44% | -$424 | ﹤0.01% | 2703 |
|
|
2023
Q4 | $4.6K | Hold |
526
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q3 | $5.82K | Hold |
526
| – | – | ﹤0.01% | 1650 |
|
|
2023
Q2 | $3.54K | Hold |
526
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q1 | $2.17K | Hold |
526
| – | – | ﹤0.01% | 1912 |
|
|
2022
Q4 | $2.03K | Buy |
526
+244
| +87% | +$942 | ﹤0.01% | 1909 |
|
|
2022
Q3 | $1K | Buy |
+282
| New | +$1K | ﹤0.01% | 1926 |
|
|
2022
Q2 | – | Sell |
-365
| Closed | -$4K | – | 1908 |
|
|
2022
Q1 | $4K | Buy |
365
+256
| +235% | +$2.81K | ﹤0.01% | 1372 |
|
|
2021
Q4 | $2K | Buy |
+109
| New | +$2K | ﹤0.01% | 1642 |
|