Gradient Investments’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-174
| Closed | -$36.3K | – | 624 |
|
|
2024
Q2 | $36.3K | Buy |
+174
| New | +$36.3K | ﹤0.01% | 537 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$231 | – | 1801 |
|
|
2023
Q1 | $231 | Hold |
2
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q4 | $218 | Hold |
2
| – | – | ﹤0.01% | 1374 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1393 |
|