Ellevest Inc’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 |
-846
| Closed | -$235K | – | 417 |
|
|
2024
Q4 | $235K | Buy |
+846
| New | +$235K | 0.01% | 359 |
|
|
2023
Q2 | – | Sell |
-136
| Closed | -$15.7K | – | 767 |
|
|
2023
Q1 | $15.7K | Buy |
136
+8
| +6% | +$923 | ﹤0.01% | 916 |
|
|
2022
Q4 | $14K | Buy |
128
+18
| +16% | +$1.96K | ﹤0.01% | 954 |
|
|
2022
Q3 | $9K | Buy |
110
+34
| +45% | +$2.78K | ﹤0.01% | 1025 |
|
|
2022
Q2 | $7K | Buy |
+76
| New | +$7K | ﹤0.01% | 951 |
|
|
2021
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1307 |
|
|
2021
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1145 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$1K | – | 1187 |
|
|
2020
Q1 | $1K | Buy |
24
+10
| +71% | +$417 | ﹤0.01% | 876 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 765 |
|