CAIMH
Central Asset Investments & Management Holdings’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,035
| Closed | -$1.67M | – | 54 |
|
|
2024
Q4 | $1.67M | Buy |
+6,035
| New | +$1.67M | 1.03% | 24 |
|
|
2024
Q3 | – | Sell |
-3,300
| Closed | -$688K | – | 47 |
|
|
2024
Q2 | $688K | Sell |
3,300
-1,208
| -27% | -$252K | 0.26% | 27 |
|
|
2024
Q1 | $868K | Buy |
+4,508
| New | +$868K | 0.71% | 22 |
|