Eagle Bay Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-57
| Closed | -$15.8K | – | 394 |
|
|
2024
Q4 | $15.8K | Hold |
57
| – | – | 0.01% | 499 |
|
|
2024
Q3 | $14.4K | Sell |
57
-3
| -5% | -$760 | 0.01% | 704 |
|
|
2024
Q2 | $12.5K | Hold |
60
| – | – | 0.01% | 517 |
|
|
2024
Q1 | $11.6K | Buy |
+60
| New | +$11.6K | 0.01% | 546 |
|
|
2022
Q1 | – | Sell |
-255
| Closed | -$35K | – | 513 |
|
|
2021
Q4 | $35K | Sell |
255
-14
| -5% | -$1.92K | 0.02% | 450 |
|
|
2021
Q3 | $35K | Sell |
269
-80
| -23% | -$10.4K | 0.02% | 468 |
|
|
2021
Q2 | $52K | Buy |
+349
| New | +$52K | 0.04% | 326 |
|