Impact Partnership Wealth’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 |
-725
| Closed | -$201K | – | 287 |
|
|
2024
Q4 | $201K | Sell |
725
-208
| -22% | -$57.6K | 0.04% | 276 |
|
|
2024
Q3 | $236K | Sell |
933
-151
| -14% | -$38.2K | 0.05% | 211 |
|
|
2024
Q2 | $226K | Buy |
1,084
+480
| +79% | +$100K | 0.06% | 191 |
|
|
2024
Q1 | $116K | Sell |
604
-22
| -4% | -$4.24K | 0.05% | 238 |
|
|
2023
Q4 | $107K | Sell |
626
-307
| -33% | -$52.5K | 0.04% | 234 |
|
|
2023
Q3 | $129K | Buy |
+933
| New | +$129K | 0.04% | 268 |
|