EP Wealth Advisors’s NioCorp Developments NB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9K | Hold |
21,000
| – | – | ﹤0.01% | 1405 |
|
|
2025
Q1 | $41.4K | Hold |
21,000
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q4 | $32.6K | Hold |
21,000
| – | – | ﹤0.01% | 1229 |
|
|
2024
Q3 | $45.8K | Hold |
21,000
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q2 | $36.3K | Hold |
21,000
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $57.1K | Hold |
21,000
| – | – | ﹤0.01% | 816 |
|
|
2023
Q4 | $67K | Hold |
21,000
| – | – | ﹤0.01% | 798 |
|
|
2023
Q3 | $76.2K | Buy |
21,000
+10,824
| +106% | +$39.3K | ﹤0.01% | 734 |
|
|
2023
Q2 | $106K | Sell |
10,176
-7,791
| -43% | -$80.9K | ﹤0.01% | 668 |
|
|
2023
Q1 | $198K | Buy |
+17,967
| New | +$198K | ﹤0.01% | 583 |
|