Concord Wealth Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$1.94K | – | 856 |
|
|
2024
Q4 | $1.94K | Hold |
7
| – | – | ﹤0.01% | 713 |
|
|
2024
Q3 | $1.77K | Buy |
+7
| New | +$1.77K | ﹤0.01% | 757 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$3K | – | 460 |
|
|
2022
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 932 |
|
|
2022
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 958 |
|