EverSource Wealth Advisors’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Buy |
1,634
+646
| +65% | +$13K | ﹤0.01% | 1905 |
|
|
2025
Q1 | $13.6K | Sell |
988
-251
| -20% | -$3.45K | ﹤0.01% | 1922 |
|
|
2024
Q4 | $14.7K | Sell |
1,239
-484
| -28% | -$5.74K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $30.9K | Sell |
1,723
-806
| -32% | -$14.5K | ﹤0.01% | 1269 |
|
|
2024
Q2 | $43.3K | Buy |
2,529
+29
| +1% | +$496 | ﹤0.01% | 1156 |
|
|
2024
Q1 | $51.2K | Hold |
2,500
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $65.2K | Hold |
2,500
| – | – | 0.01% | 797 |
|
|
2023
Q3 | $57.6K | Hold |
2,500
| – | – | 0.01% | 757 |
|
|
2023
Q2 | $58.7K | Buy |
2,500
+2,408
| +2,617% | +$56.5K | 0.01% | 776 |
|
|
2023
Q1 | $1.09K | Buy |
+92
| New | +$1.09K | ﹤0.01% | 2089 |
|