EverSource Wealth Advisors’s Dakota Gold DC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1K Buy
272
+114
+72% +$421 ﹤0.01% 3731
2025
Q1
$419 Buy
158
+108
+216% +$286 ﹤0.01% 3512
2024
Q4
$110 Buy
+50
New +$110 ﹤0.01% 3528