Clearstead Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Sell |
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|
2025
Q1 | $69.7K | Buy |
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|
2024
Q4 | $66K | Sell |
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|
2024
Q3 | $66.9K | Buy |
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|
2024
Q2 | $34.4K | Buy |
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|
2024
Q1 | $5.09K | Hold |
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|
2023
Q4 | $4.45K | Sell |
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|
2023
Q3 | $7.17K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $21.8K | Hold |
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|
2022
Q4 | $20.6K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $48K | Buy |
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|
2021
Q3 | $25K | Buy |
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