Gen-Wealth Partners’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 |
-24
| Closed | -$4.79K | – | 646 |
|
|
2025
Q1 | $4.79K | Hold |
24
| – | – | ﹤0.01% | 500 |
|
|
2024
Q4 | $6.65K | Hold |
24
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $6.36K | Hold |
24
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $4.62K | Buy |
+24
| New | +$4.62K | ﹤0.01% | 519 |
|