EverSource Wealth Advisors’s XP XP Stock Holding History

EverSource Wealth Advisors’s Portfolio XP Stock Details XP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$33K	Buy
2025 Q1	$13.6K	Sell
2024 Q4	$14.7K	Sell
2024 Q3	$30.9K	Sell
2024 Q2	$43.3K	Buy
2024 Q1	$51.2K	Hold
2023 Q4	$65.2K	Hold
2023 Q3	$57.6K	Hold
2023 Q2	$58.6K	Buy
2023 Q1	$1.09K	Buy