EverSource Wealth Advisors’s New Gold Inc NGD Stock Holding History

EverSource Wealth Advisors’s Portfolio NGD Stock Details NGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,666	Closed	-$40.6K	–	4469
2025 Q4	$40.6K	Buy	4,666 +1,343	+40%	+$10.1K	﹤0.01%	1891
2025 Q3	$23.9K	Sell	3,323 -590	-15%	-$3.19K	﹤0.01%	2238
2025 Q2	$19.4K	Buy	+3,913	New	+$16.1K	﹤0.01%	2314

Other funds holding NGD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's NGD Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of New Gold Inc (NGD) in Q1 2026, closing a stake of 4,666 shares — an estimated $40.6K sold.

EverSource Wealth Advisors first reported a position in NGD in Q2 2025 and held it in 3 quarters. The position peaked at $40.6K in Q4 2025. 2 funds tracked by Wall St. Rank hold NGD as of Q1 2026.

EverSource Wealth Advisors reported no remaining New Gold Inc position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 4,666 New Gold Inc shares in Q1 2026, an estimated $40.6K.
EverSource Wealth Advisors first reported a position in New Gold Inc in Q2 2025 and held it in 3 quarters.
EverSource Wealth Advisors's New Gold Inc position peaked at $40.6K in Q4 2025.
2 funds tracked by Wall St. Rank held New Gold Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.