DWM
Diversify Wealth Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
1,787
-127
| -7% | -$39.1K | 0.03% | 356 |
|
|
2025
Q1 | $381K | Sell |
1,914
-129
| -6% | -$25.7K | 0.03% | 400 |
|
|
2024
Q4 | $537K | Sell |
2,043
-66
| -3% | -$17.4K | 0.04% | 340 |
|
|
2024
Q3 | $544K | Sell |
2,109
-124
| -6% | -$32K | 0.05% | 305 |
|
|
2024
Q2 | $496K | Buy |
+2,233
| New | +$496K | 0.06% | 276 |
|