EWA
EverSource Wealth Advisors’s Xencor XNCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8K | Sell |
356
-17
| -5% | -$134 | ﹤0.01% | 3375 |
|
|
2025
Q1 | $3.97K | Buy |
373
+371
| +18,550% | +$3.95K | ﹤0.01% | 2606 |
|
|
2024
Q4 | $46 | Buy |
+2
| New | +$46 | ﹤0.01% | 3648 |
|
|
2024
Q1 | – | Sell |
-103
| Closed | -$2.19K | – | 3017 |
|
|
2023
Q4 | $2.19K | Buy |
+103
| New | +$2.19K | ﹤0.01% | 2139 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$949 | – | 2692 |
|
|
2023
Q2 | $949 | Buy |
+38
| New | +$949 | ﹤0.01% | 2250 |
|
|
2022
Q1 | – | Sell |
-47
| Closed | -$2K | – | 1873 |
|
|
2021
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1644 |
|