Executive Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,113
| Closed | -$6.27M | – | 159 |
|
|
2024
Q1 | $6.27M | Sell |
33,113
-25,126
| -43% | -$4.76M | 0.55% | 66 |
|
|
2023
Q4 | $9.96M | Sell |
58,239
-2,051
| -3% | -$351K | 0.94% | 28 |
|
|
2023
Q3 | $8.31M | Buy |
60,290
+1,040
| +2% | +$143K | 0.86% | 35 |
|
|
2023
Q2 | $7.32M | Buy |
59,250
+11,730
| +25% | +$1.45M | 0.76% | 45 |
|
|
2023
Q1 | $5.48M | Sell |
47,520
-5,969
| -11% | -$689K | 0.61% | 58 |
|
|
2022
Q4 | $5.83M | Buy |
53,489
+49,421
| +1,215% | +$5.39M | 0.72% | 49 |
|
|
2022
Q3 | $4.07K | Sell |
4,068
-36,182
| -90% | -$36.2K | 0.57% | 57 |
|
|
2022
Q2 | $3.77M | Sell |
40,250
-7,850
| -16% | -$735K | 0.51% | 59 |
|
|
2022
Q1 | $5.35M | Buy |
48,100
+17,078
| +55% | +$1.9M | 0.58% | 56 |
|
|
2021
Q4 | $4.21M | Buy |
+31,022
| New | +$4.21M | 0.42% | 70 |
|