Altshuler Shaham’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17
| Closed | -$3.4K | – | 322 |
|
|
2025
Q1 | $3.4K | Buy |
17
+3
| +21% | +$599 | ﹤0.01% | 284 |
|
|
2024
Q4 | $3.88K | Sell |
14
-2
| -13% | -$554 | ﹤0.01% | 277 |
|
|
2024
Q3 | $4.05K | Buy |
+16
| New | +$4.05K | ﹤0.01% | 227 |
|
|
2022
Q2 | – | Sell |
-1,264
| Closed | -$141K | – | 474 |
|
|
2022
Q1 | $141K | Buy |
1,264
+146
| +13% | +$16.3K | ﹤0.01% | 238 |
|
|
2021
Q4 | $152K | Buy |
1,118
+206
| +23% | +$28K | ﹤0.01% | 232 |
|
|
2021
Q3 | $123K | Buy |
912
+497
| +120% | +$67K | ﹤0.01% | 286 |
|
|
2021
Q2 | $58K | Buy |
+415
| New | +$58K | ﹤0.01% | 412 |
|