Boenning & Scattergood’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$346K Buy
2022
Q3
$255K Sell
2022
Q2
$291K Hold
2022
Q1
$346K Buy
2021
Q4
$421K Hold
2021
Q3
$414K Hold
2021
Q2
$436K Hold
2021
Q1
$408K Hold
2020
Q4
$340K Hold
2020
Q3
$203K Buy