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 |
|