Heritage Wealth Management (Arizona)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.6K | Buy |
134
+67
| +100% | +$7.31K | ﹤0.01% | 724 |
|
|
2022
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $6.27K | Hold |
67
| – | – | ﹤0.01% | 740 |
|
|
2022
Q1 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 753 |
|
|
2021
Q3 | $9K | Hold |
67
| – | – | ﹤0.01% | 663 |
|
|
2021
Q2 | $9K | Hold |
67
| – | – | ﹤0.01% | 671 |
|
|
2021
Q1 | $9K | Buy |
+67
| New | +$9K | 0.01% | 585 |
|