EverSource Wealth Advisors’s NCR Atleos NATL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1K Buy
459
+122
+36% +$3.48K ﹤0.01% 2614
2025
Q1
$8.89K Buy
337
+43
+15% +$1.13K ﹤0.01% 2166
2024
Q4
$9.97K Buy
294
+30
+11% +$1.02K ﹤0.01% 1996
2024
Q3
$7.53K Hold
264
﹤0.01% 2024
2024
Q2
$8.49K Hold
264
﹤0.01% 1939
2024
Q1
$5.26K Buy
264
+217
+462% +$4.33K ﹤0.01% 2032
2023
Q4
$1.14K Buy
+47
New +$1.14K ﹤0.01% 2357