Dakota Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+758
| New | +$205K | ﹤0.01% | 728 |
|
|
2024
Q3 | – | Sell |
-988
| Closed | -$206K | – | 733 |
|
|
2024
Q2 | $206K | Sell |
988
-171
| -15% | -$35.6K | ﹤0.01% | 658 |
|
|
2024
Q1 | $223K | Sell |
1,159
-833
| -42% | -$160K | 0.01% | 644 |
|
|
2023
Q4 | $341K | Hold |
1,992
| – | – | 0.01% | 486 |
|
|
2023
Q3 | $275K | Sell |
1,992
-1,210
| -38% | -$167K | 0.01% | 508 |
|
|
2023
Q2 | $396K | Sell |
3,202
-6
| -0.2% | -$742 | 0.02% | 420 |
|
|
2023
Q1 | $370K | Buy |
3,208
+156
| +5% | +$18K | 0.02% | 421 |
|
|
2022
Q4 | $333K | Sell |
3,052
-151
| -5% | -$16.5K | 0.02% | 426 |
|
|
2022
Q3 | $264K | Buy |
3,203
+35
| +1% | +$2.89K | 0.02% | 442 |
|
|
2022
Q2 | $296K | Buy |
+3,168
| New | +$296K | 0.03% | 373 |
|