Evercore Wealth Management’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.82M | Hold |
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2025
Q1 | $3.03M | Hold |
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2024
Q4 | $3.09M | Hold |
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2024
Q3 | $3.3M | Sell |
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2024
Q2 | $3.21M | Sell |
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2024
Q1 | $2.73M | Hold |
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2023
Q4 | $2.78M | Hold |
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2023
Q3 | $2.88M | Hold |
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2023
Q2 | $2.94M | Hold |
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2023
Q1 | $2.61M | Hold |
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2022
Q4 | $2.81M | Hold |
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2022
Q3 | $3.22M | Hold |
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2022
Q2 | $3.9M | Hold |
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2022
Q1 | $4.69M | Hold |
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2021
Q4 | $5.31M | Sell |
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2021
Q3 | $4.53M | Sell |
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2021
Q2 | $3.88M | Sell |
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2021
Q1 | $3.36M | Hold |
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2020
Q4 | $3.49M | Sell |
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2020
Q3 | $3.34M | Sell |
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2020
Q2 | $3.64M | Hold |
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2020
Q1 | $2.84M | Hold |
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2019
Q4 | $3.75M | Sell |
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2019
Q3 | $3.89M | Sell |
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2019
Q2 | $3.09M | Sell |
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2019
Q1 | $3.18M | Sell |
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2018
Q4 | $2.6M | Hold |
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2018
Q3 | $3.17M | Buy |
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2018
Q2 | $2.64M | Sell |
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2018
Q1 | $2.76M | Hold |
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2017
Q4 | $3.02M | Hold |
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2017
Q3 | $3.24M | Hold |
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2017
Q2 | $3.3M | Buy |
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