Empowered Funds’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 |
-21,906
| Closed | -$6.07M | – | 1673 |
|
|
2024
Q4 | $6.07M | Buy |
21,906
+1,923
| +10% | +$533K | 0.09% | 319 |
|
|
2024
Q3 | $5.06M | Sell |
19,983
-2,850
| -12% | -$722K | 0.08% | 356 |
|
|
2024
Q2 | $4.76M | Buy |
+22,833
| New | +$4.76M | 0.08% | 325 |
|
|
2021
Q4 | – | Sell |
-12,607
| Closed | -$1.69M | – | 262 |
|
|
2021
Q3 | $1.69M | Buy |
12,607
+383
| +3% | +$51.2K | 0.22% | 101 |
|
|
2021
Q2 | $1.72M | Buy |
+12,224
| New | +$1.72M | 0.22% | 133 |
|
|
2017
Q3 | – | Sell |
-9,624
| Closed | -$678K | – | 103 |
|
|
2017
Q2 | $678K | Buy |
+9,624
| New | +$678K | 0.55% | 67 |
|