Arax Advisory Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Buy |
189
+16
| +9% | +$4.32K | ﹤0.01% | 1224 |
|
|
2025
Q1 | $34.6K | Buy |
173
+153
| +765% | +$30.6K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $5.54K | Buy |
20
+7
| +54% | +$1.94K | ﹤0.01% | 1707 |
|
|
2024
Q3 | $3.29K | Buy |
13
+12
| +1,200% | +$3.04K | ﹤0.01% | 1882 |
|
|
2024
Q2 | $209 | Buy |
+1
| New | +$209 | ﹤0.01% | 2432 |
|
|
2022
Q4 | – | Sell |
-56
| Closed | -$5K | – | 1293 |
|
|
2022
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $5K | Sell |
56
-4
| -7% | -$357 | ﹤0.01% | 772 |
|
|
2022
Q1 | $7K | Sell |
60
-5
| -8% | -$583 | ﹤0.01% | 701 |
|
|
2021
Q4 | $9K | Buy |
65
+4
| +7% | +$554 | ﹤0.01% | 679 |
|
|
2021
Q3 | $8K | Hold |
61
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 677 |
|