Global Retirement 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 | $33.2K | Buy |
+123
| New | +$33.2K | ﹤0.01% | 2002 |
|
|
2024
Q4 | $110K | Buy |
398
+58
| +17% | +$16.1K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $86.1K | Sell |
340
-38
| -10% | -$9.62K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $78.9K | Sell |
378
-147
| -28% | -$30.7K | ﹤0.01% | 1313 |
|
|
2024
Q1 | $101K | Sell |
525
-82
| -14% | -$15.8K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $103K | Buy |
607
+280
| +86% | +$47.4K | ﹤0.01% | 1024 |
|
|
2023
Q3 | $43.2K | Sell |
327
-87
| -21% | -$11.5K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $51.2K | Buy |
414
+26
| +7% | +$3.22K | ﹤0.01% | 1263 |
|
|
2023
Q1 | $41.8K | Buy |
388
+268
| +223% | +$28.9K | ﹤0.01% | 1319 |
|
|
2022
Q4 | $13.1K | Buy |
120
+1
| +0.8% | +$109 | ﹤0.01% | 1667 |
|
|
2022
Q3 | $13K | Sell |
119
-12
| -9% | -$1.31K | ﹤0.01% | 1569 |
|
|
2022
Q2 | $12K | Buy |
131
+13
| +11% | +$1.19K | ﹤0.01% | 1542 |
|
|
2022
Q1 | $13K | Buy |
+118
| New | +$13K | ﹤0.01% | 1513 |
|
|
2020
Q1 | – | Sell |
-110
| Closed | -$8K | – | 1606 |
|
|
2019
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 1190 |
|
|
2019
Q3 | $9K | Buy |
110
+1
| +0.9% | +$82 | ﹤0.01% | 1141 |
|
|
2019
Q2 | $10K | Buy |
+109
| New | +$10K | ﹤0.01% | 1098 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$16K | – | 1144 |
|
|
2017
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 606 |
|