Hennion & Walsh Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,245
| Closed | -$432K | – | 862 |
|
|
2024
Q1 | $432K | Sell |
2,245
-3,077
| -58% | -$593K | 0.02% | 605 |
|
|
2023
Q4 | $910K | Sell |
5,322
-3,244
| -38% | -$555K | 0.05% | 424 |
|
|
2023
Q3 | $1.18M | Sell |
8,566
-1,916
| -18% | -$264K | 0.08% | 322 |
|
|
2023
Q2 | $1.3M | Sell |
10,482
-31
| -0.3% | -$3.83K | 0.08% | 322 |
|
|
2023
Q1 | $1.21M | Sell |
10,513
-1,055
| -9% | -$122K | 0.07% | 322 |
|
|
2022
Q4 | $1.26M | Buy |
11,568
+1,707
| +17% | +$186K | 0.08% | 296 |
|
|
2022
Q3 | $811K | Buy |
9,861
+2,089
| +27% | +$172K | 0.05% | 378 |
|
|
2022
Q2 | $728K | Buy |
7,772
+663
| +9% | +$62.1K | 0.05% | 401 |
|
|
2022
Q1 | $791K | Sell |
7,109
-1,292
| -15% | -$144K | 0.04% | 398 |
|
|
2021
Q4 | $1.14M | Sell |
8,401
-610
| -7% | -$82.8K | 0.06% | 327 |
|
|
2021
Q3 | $1.21M | Buy |
9,011
+1,411
| +19% | +$189K | 0.06% | 317 |
|
|
2021
Q2 | $1.07M | Buy |
7,600
+2,060
| +37% | +$290K | 0.06% | 348 |
|
|
2021
Q1 | $730K | Buy |
+5,540
| New | +$730K | 0.04% | 425 |
|