Cornerstone Planning Group’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$496 | – | 1718 |
|
|
2025
Q1 | $496 | Hold |
13
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q4 | $572 | Hold |
13
| – | – | ﹤0.01% | 1100 |
|
|
2024
Q3 | $519 | Hold |
13
| – | – | ﹤0.01% | 1077 |
|
|
2024
Q2 | $418 | Sell |
13
-6
| -32% | -$193 | ﹤0.01% | 1101 |
|
|
2024
Q1 | $486 | Buy |
+19
| New | +$486 | ﹤0.01% | 943 |
|