Bruce G. Allen Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89K | Buy |
7
+1
| +17% | +$270 | ﹤0.01% | 721 |
|
|
2025
Q1 | $1.2K | Buy |
6
+3
| +100% | +$599 | ﹤0.01% | 776 |
|
|
2024
Q4 | $832 | Sell |
3
-4
| -57% | -$1.11K | ﹤0.01% | 860 |
|
|
2024
Q3 | $1.77K | Buy |
7
+4
| +133% | +$1.01K | ﹤0.01% | 737 |
|
|
2024
Q2 | $625 | Hold |
3
| – | – | ﹤0.01% | 839 |
|
|
2024
Q1 | $578 | Hold |
3
| – | – | ﹤0.01% | 842 |
|
|
2023
Q4 | $513 | Buy |
+3
| New | +$513 | ﹤0.01% | 904 |
|