Covestor’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Buy |
118
+67
| +131% | +$18.2K | 0.02% | 1068 |
|
|
2025
Q1 | $10K | Hold |
51
| – | – | 0.01% | 1483 |
|
|
2024
Q4 | $14K | Sell |
51
-40
| -44% | -$11K | 0.01% | 1342 |
|
|
2024
Q3 | $23K | Buy |
91
+17
| +23% | +$4.3K | 0.01% | 1156 |
|
|
2024
Q2 | $15K | Sell |
74
-2
| -3% | -$405 | 0.01% | 1304 |
|
|
2024
Q1 | $15K | Sell |
76
-2
| -3% | -$395 | 0.01% | 1312 |
|
|
2023
Q4 | $13K | Sell |
78
-79
| -50% | -$13.2K | 0.01% | 1381 |
|
|
2023
Q3 | $22K | Sell |
157
-144
| -48% | -$20.2K | 0.02% | 1075 |
|
|
2023
Q2 | $37K | Sell |
301
-215
| -42% | -$26.4K | 0.03% | 896 |
|
|
2023
Q1 | $60K | Sell |
516
-1,089
| -68% | -$127K | 0.05% | 636 |
|
|
2022
Q4 | $175K | Buy |
1,605
+74
| +5% | +$8.07K | 0.14% | 158 |
|
|
2022
Q3 | $126K | Buy |
1,531
+475
| +45% | +$39.1K | 0.11% | 243 |
|
|
2022
Q2 | $99K | Sell |
1,056
-256
| -20% | -$24K | 0.08% | 410 |
|
|
2022
Q1 | $146K | Buy |
1,312
+884
| +207% | +$98.4K | 0.1% | 281 |
|
|
2021
Q4 | $58K | Buy |
+428
| New | +$58K | 0.08% | 450 |
|