Creative Financial Designs’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
$2.16K Hold
2025
Q1
$1.6K Buy
2024
Q4
Sell
2024
Q3
$37.7K Hold
2024
Q2
$31.1K Buy
2021
Q4
Sell
2021
Q3
$14K Hold
2021
Q2
$15K Hold
2021
Q1
$14K Hold
2020
Q4
$12K Hold
2020
Q3
$7K Hold
2020
Q2
$6K Buy