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