Cetera Advisor Networks’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $619K | Sell |
3,215
-1,988
| -38% | -$383K | ﹤0.01% | 1787 |
|
|
2023
Q4 | $890K | Buy |
5,203
+368
| +8% | +$62.9K | 0.01% | 1446 |
|
|
2023
Q3 | $667K | Buy |
4,835
+604
| +14% | +$83.3K | ﹤0.01% | 1562 |
|
|
2023
Q2 | $523K | Buy |
4,231
+2,456
| +138% | +$304K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $205K | Buy |
+1,775
| New | +$205K | ﹤0.01% | 2309 |
|
|
2021
Q1 | – | Sell |
-2,367
| Closed | -$260K | – | 1495 |
|
|
2020
Q4 | $260K | Buy |
+2,367
| New | +$260K | 0.01% | 1122 |
|
|
2020
Q3 | – | Sell |
-44
| Closed | -$3K | – | 1760 |
|
|
2020
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 3125 |
|