Envestnet Portfolio Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,296
| Closed | -$259K | – | 1559 |
|
|
2025
Q1 | $259K | Sell |
1,296
-853
| -40% | -$170K | ﹤0.01% | 1362 |
|
|
2024
Q4 | $596K | Sell |
2,149
-139
| -6% | -$38.5K | ﹤0.01% | 1148 |
|
|
2024
Q3 | $580K | Sell |
2,288
-12
| -0.5% | -$3.04K | ﹤0.01% | 1120 |
|
|
2024
Q2 | $479K | Sell |
2,300
-57
| -2% | -$11.9K | ﹤0.01% | 1162 |
|
|
2024
Q1 | $454K | Buy |
2,357
+578
| +32% | +$111K | ﹤0.01% | 1163 |
|
|
2023
Q4 | $304K | Sell |
1,779
-7
| -0.4% | -$1.2K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $246K | Buy |
+1,786
| New | +$246K | ﹤0.01% | 1332 |
|