EverSource Wealth Advisors’s ZipRecruiter ZIP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2K | Buy |
2,242
+2,175
| +3,246% | +$10.9K | ﹤0.01% | 2729 |
|
2025
Q1 | $395 | Buy |
67
+41
| +158% | +$242 | ﹤0.01% | 3533 |
|
2024
Q4 | $188 | Buy |
+26
| New | +$188 | ﹤0.01% | 3444 |
|
2023
Q4 | – | Sell |
-145
| Closed | -$1.74K | – | 2761 |
|
2023
Q3 | $1.74K | Sell |
145
-291
| -67% | -$3.49K | ﹤0.01% | 2051 |
|
2023
Q2 | $7.74K | Buy |
436
+145
| +50% | +$2.58K | ﹤0.01% | 1561 |
|
2023
Q1 | $4.64K | Hold |
291
| – | – | ﹤0.01% | 1663 |
|
2022
Q4 | $4.78K | Buy |
+291
| New | +$4.78K | ﹤0.01% | 1623 |
|