EverSource Wealth Advisors’s Xperi XPER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989 | Buy |
+125
| New | +$989 | ﹤0.01% | 3733 |
|
|
2025
Q1 | – | Sell |
-22
| Closed | -$226 | – | 4186 |
|
|
2024
Q4 | $226 | Buy |
+22
| New | +$226 | ﹤0.01% | 3415 |
|
|
2024
Q2 | – | Sell |
-642
| Closed | -$6.75K | – | 3160 |
|
|
2024
Q1 | $6.75K | Hold |
642
| – | – | ﹤0.01% | 1893 |
|
|
2023
Q4 | $7.08K | Hold |
642
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q3 | $6.33K | Hold |
642
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q2 | $8.44K | Sell |
642
-276
| -30% | -$3.63K | ﹤0.01% | 1512 |
|
|
2023
Q1 | $10K | Buy |
+918
| New | +$10K | ﹤0.01% | 1352 |
|