Harbour Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
41
+8
| +24% | +$2.16K | ﹤0.01% | 2523 |
|
|
2025
Q1 | $6.59K | Hold |
33
| – | – | ﹤0.01% | 2715 |
|
|
2024
Q4 | $9.15K | Hold |
33
| – | – | ﹤0.01% | 2490 |
|
|
2024
Q3 | $8.36K | Hold |
33
| – | – | ﹤0.01% | 2430 |
|
|
2024
Q2 | $6.88K | Sell |
33
-5
| -13% | -$1.04K | ﹤0.01% | 2407 |
|
|
2024
Q1 | $7.32K | Buy |
38
+5
| +15% | +$963 | ﹤0.01% | 2338 |
|
|
2023
Q4 | $5.65K | Buy |
+33
| New | +$5.65K | ﹤0.01% | 2366 |
|
|
2023
Q3 | – | Sell |
-6
| Closed | -$742 | – | 3033 |
|
|
2023
Q2 | $742 | Buy |
+6
| New | +$742 | ﹤0.01% | 2749 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$1.42K | – | 3033 |
|
|
2022
Q4 | $1.42K | Buy |
13
+5
| +63% | +$545 | ﹤0.01% | 2604 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 2562 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2562 |
|
|
2021
Q4 | $2K | Sell |
12
-196
| -94% | -$32.7K | ﹤0.01% | 2386 |
|
|
2021
Q3 | $28K | Buy |
208
+153
| +278% | +$20.6K | ﹤0.01% | 2111 |
|
|
2021
Q2 | $8K | Sell |
55
-155
| -74% | -$22.5K | ﹤0.01% | 2835 |
|
|
2021
Q1 | $28K | Buy |
+210
| New | +$28K | ﹤0.01% | 2014 |
|