DiNuzzo Private Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62K | Sell |
6
-1
| -14% | -$270 | ﹤0.01% | 678 |
|
|
2025
Q1 | $1.4K | Sell |
7
-1
| -13% | -$200 | ﹤0.01% | 712 |
|
|
2024
Q4 | $2.22K | Buy |
8
+1
| +14% | +$277 | ﹤0.01% | 569 |
|
|
2024
Q3 | $1.77K | Hold |
7
| – | – | ﹤0.01% | 654 |
|
|
2024
Q2 | $1.46K | Buy |
7
+2
| +40% | +$417 | ﹤0.01% | 630 |
|
|
2024
Q1 | $963 | Hold |
5
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $856 | Buy |
+5
| New | +$856 | ﹤0.01% | 767 |
|