Atwood & Palmer’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-364
| Closed | -$34K | – | 379 |
|
|
2022
Q2 | $34K | Hold |
364
| – | – | ﹤0.01% | 242 |
|
|
2022
Q1 | $41K | Hold |
364
| – | – | ﹤0.01% | 243 |
|
|
2021
Q4 | $49K | Hold |
364
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $49K | Hold |
364
| – | – | ﹤0.01% | 224 |
|
|
2021
Q2 | $51K | Buy |
+364
| New | +$51K | ﹤0.01% | 223 |
|