Glassman Wealth Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26
| Closed | -$4.45K | – | 738 |
|
|
2023
Q4 | $4.45K | Sell |
26
-2
| -7% | -$342 | ﹤0.01% | 1114 |
|
|
2023
Q3 | $3.86K | Hold |
28
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q2 | $3.46K | Hold |
28
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q1 | $3.23K | Hold |
28
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q4 | $3.05K | Sell |
28
-7
| -20% | -$764 | ﹤0.01% | 1155 |
|
|
2022
Q3 | $3K | Buy |
35
+27
| +338% | +$2.31K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $1K | Sell |
8
-3
| -27% | -$375 | ﹤0.01% | 1399 |
|
|
2022
Q1 | $1K | Buy |
11
+8
| +267% | +$727 | ﹤0.01% | 1384 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1506 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1397 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1371 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1311 |
|