Financial Gravity Asset 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 | – | Hold |
0
| – | -$159 | – | 1780 |
|
|
2024
Q1 | – | Hold |
0
| – | -$45 | – | 1652 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1342 |
|
|
2023
Q3 | – | Sell |
-124
| Closed | -$1.62K | – | 1415 |
|
|
2023
Q2 | $1.62K | Buy |
124
+9
| +8% | +$117 | ﹤0.01% | 689 |
|
|
2023
Q1 | $1 | Buy |
115
+6
| +6% | – | ﹤0.01% | 1044 |
|
|
2022
Q4 | $186 | Buy |
+109
| New | +$186 | ﹤0.01% | 978 |
|
|
2022
Q1 | – | Sell |
-272
| Closed | -$28 | – | 938 |
|
|
2021
Q4 | $28 | Buy |
+272
| New | +$28 | ﹤0.01% | 783 |
|
|
2021
Q3 | – | Hold |
0
| – | -$141K | – | 275 |
|
|
2021
Q2 | – | Hold |
0
| – | -$41 | – | 257 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 575 |
|
|
2018
Q3 | $1K | Buy |
14
+5
| +56% | +$357 | ﹤0.01% | 1120 |
|
|
2018
Q2 | $1K | Sell |
9
-2
| -18% | -$222 | ﹤0.01% | 1150 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1121 |
|