Crewe Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811 | Hold |
3
| – | – | ﹤0.01% | 626 |
|
|
2025
Q1 | $600 | Buy |
3
+1
| +50% | +$200 | ﹤0.01% | 615 |
|
|
2024
Q4 | $555 | Buy |
2
+1
| +100% | +$278 | ﹤0.01% | 550 |
|
|
2024
Q3 | $254 | Buy |
+1
| New | +$254 | ﹤0.01% | 686 |
|
|
2023
Q2 | – | Sell |
-160
| Closed | -$18.5K | – | 921 |
|
|
2023
Q1 | $18.5K | Hold |
160
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $17.5K | Hold |
160
| – | – | ﹤0.01% | 443 |
|
|
2022
Q3 | $13K | Hold |
160
| – | – | ﹤0.01% | 582 |
|
|
2022
Q2 | $15K | Buy |
+160
| New | +$15K | ﹤0.01% | 493 |
|