Caitlin John’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,759
| Closed | -$551K | – | 145 |
|
|
2025
Q1 | $551K | Sell |
2,759
-3,937
| -59% | -$786K | 0.54% | 51 |
|
|
2024
Q4 | $1.86M | Buy |
6,696
+204
| +3% | +$56.6K | 1.23% | 24 |
|
|
2024
Q3 | $1.96M | Sell |
6,492
-1,090
| -14% | -$329K | 1.22% | 22 |
|
|
2024
Q2 | $1.58M | Sell |
7,582
-1,874
| -20% | -$391K | 1.14% | 17 |
|
|
2024
Q1 | $1.82M | Buy |
9,456
+201
| +2% | +$38.7K | 1.36% | 9 |
|
|
2023
Q4 | $1.58M | Buy |
+9,255
| New | +$1.58M | 1.29% | 13 |
|