EverSource Wealth Advisors’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$99K	Buy
2025 Q1	$4.28K	Buy
2024 Q4	$1.47K	Buy
2024 Q3	$894	Buy
2024 Q1	–	Sell
2023 Q4	$1.22K	Buy