Capital A 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
$1.6K Buy
8
+6
+300% +$1.2K ﹤0.01% 491
2024
Q4
$554 Buy
+2
New +$554 ﹤0.01% 644