Carolinas Wealth Consulting’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8
| Closed | -$1.43K | – | 1077 |
|
|
2023
Q4 | $1.43K | Hold |
8
| – | – | ﹤0.01% | 782 |
|
|
2023
Q3 | $1.04K | Sell |
8
-45
| -85% | -$5.86K | ﹤0.01% | 826 |
|
|
2023
Q2 | $6.6K | Sell |
53
-63
| -54% | -$7.85K | ﹤0.01% | 645 |
|
|
2023
Q1 | $13.4K | Hold |
116
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $12.7K | Hold |
116
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $10K | Hold |
116
| – | – | ﹤0.01% | 568 |
|
|
2022
Q2 | $11K | Hold |
116
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $13K | Hold |
116
| – | – | ﹤0.01% | 562 |
|
|
2021
Q4 | $16K | Sell |
116
-10
| -8% | -$1.38K | ﹤0.01% | 537 |
|
|
2021
Q3 | $17K | Sell |
126
-70
| -36% | -$9.44K | ﹤0.01% | 498 |
|
|
2021
Q2 | $28K | Buy |
196
+67
| +52% | +$9.57K | 0.01% | 444 |
|
|
2021
Q1 | $17K | Hold |
129
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $14K | Sell |
129
-19
| -13% | -$2.06K | ﹤0.01% | 530 |
|
|
2020
Q3 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 478 |
|