Horizon Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$1.94K | – | 878 |
|
|
2024
Q4 | $1.94K | Buy |
+7
| New | +$1.94K | ﹤0.01% | 726 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1.04K | – | 846 |
|
|
2024
Q2 | $1.04K | Buy |
+5
| New | +$1.04K | ﹤0.01% | 749 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$342 | – | 824 |
|
|
2023
Q4 | $342 | Hold |
2
| – | – | ﹤0.01% | 778 |
|
|
2023
Q3 | $276 | Buy |
+2
| New | +$276 | ﹤0.01% | 752 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$231 | – | 772 |
|
|
2023
Q1 | $231 | Buy |
+2
| New | +$231 | ﹤0.01% | 742 |
|