Cetera Advisors’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$307K Buy
+1,595
New +$307K ﹤0.01% 1926
2018
Q1
Sell
-2,965
Closed -$269K 807
2017
Q4
$269K Sell
2,965
-18
-0.6% -$1.63K 0.02% 620
2017
Q3
$238K Buy
+2,983
New +$238K 0.01% 693