EverSource Wealth Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-884
Closed -$1.06K 2637
2023
Q1
$1.06K Sell
884
-1,060
-55% -$2.36K ﹤0.01% 2100
2022
Q4
$2.76K Buy
+1,944
New +$4.17K ﹤0.01% 1812
2022
Q2
Sell
-331
Closed -$2K 1934
2022
Q1
$2K Buy
331
+97
+41% +$829 ﹤0.01% 1611
2021
Q4
$2K Buy
+234
New +$2.17K ﹤0.01% 1661

Other funds holding DBD

EverSource Wealth Advisors's DBD Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2023, closing a stake of 884 shares — an estimated $1.06K sold.

EverSource Wealth Advisors first reported a position in DBD in Q4 2021 and held it in 4 quarters. The position peaked at $2.76K in Q4 2022. 7 funds tracked by Wall St. Rank hold DBD as of Q2 2023.

  • EverSource Wealth Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q2 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 884 Diebold Nixdorf Incorporated shares in Q2 2023, an estimated $1.06K.
  • EverSource Wealth Advisors first reported a position in Diebold Nixdorf Incorporated in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's Diebold Nixdorf Incorporated position peaked at $2.76K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.