EverSource Wealth Advisors’s ZipRecruiter ZIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.2K	Buy
2025 Q1	$395	Buy
2024 Q4	$188	Buy
2023 Q4	–	Sell
2023 Q3	$1.74K	Sell
2023 Q2	$7.74K	Buy
2023 Q1	$4.64K	Hold
2022 Q4	$4.78K	Buy