Ellevest Inc’s Evercore EVR Stock Holding History

Ellevest Inc’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$235K	Buy
2023 Q2	–	Sell
2023 Q1	$15.7K	Buy
2022 Q4	$14K	Buy
2022 Q3	$9K	Buy
2022 Q2	$7K	Buy
2021 Q2	–	Sell
2021 Q1	$1K	Buy
2020 Q2	–	Sell
2020 Q1	$1K	Buy
2019 Q4	$1K	Buy