Avior Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$4.16K | – | 1249 |
|
|
2024
Q4 | $4.16K | Sell |
15
-5
| -25% | -$1.39K | ﹤0.01% | 1925 |
|
|
2024
Q3 | $5.07K | Sell |
20
-6
| -23% | -$1.52K | ﹤0.01% | 1778 |
|
|
2024
Q2 | $5.42K | Sell |
26
-156
| -86% | -$32.5K | ﹤0.01% | 1697 |
|
|
2024
Q1 | $35.1K | Buy |
+182
| New | +$35.1K | ﹤0.01% | 1368 |
|