EWA
EverSource Wealth Advisors’s Clear Secure YOU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
3,566
+3,401
| +2,061% | +$94.4K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $4.28K | Buy |
165
+110
| +200% | +$2.85K | ﹤0.01% | 2569 |
|
|
2024
Q4 | $1.47K | Buy |
55
+28
| +104% | +$746 | ﹤0.01% | 2838 |
|
|
2024
Q3 | $894 | Buy |
+27
| New | +$894 | ﹤0.01% | 2751 |
|
|
2024
Q1 | – | Sell |
-59
| Closed | -$1.22K | – | 3018 |
|
|
2023
Q4 | $1.22K | Buy |
+59
| New | +$1.22K | ﹤0.01% | 2330 |
|