Bogart Wealth LLC’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43K | Buy |
9
+3
| +50% | +$810 | ﹤0.01% | 1062 |
|
|
2025
Q1 | $1.2K | Sell |
6
-6
| -50% | -$1.2K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $3.33K | Buy |
+12
| New | +$3.33K | ﹤0.01% | 980 |
|
|
2023
Q1 | – | Sell |
-58
| Closed | -$6.33K | – | 1150 |
|
|
2022
Q4 | $6.33K | Buy |
+58
| New | +$6.33K | ﹤0.01% | 625 |
|