JFS Wealth Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83K | Hold |
29
| – | – | ﹤0.01% | 947 |
|
|
2025
Q1 | $5.79K | Hold |
29
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q4 | $8.04K | Hold |
29
| – | – | ﹤0.01% | 928 |
|
|
2024
Q3 | $7.35K | Buy |
29
+1
| +4% | +$253 | ﹤0.01% | 963 |
|
|
2024
Q2 | $5.84K | Hold |
28
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q1 | $5.39K | Hold |
28
| – | – | ﹤0.01% | 1069 |
|
|
2023
Q4 | $4.79K | Sell |
28
-1
| -3% | -$171 | ﹤0.01% | 1076 |
|
|
2023
Q3 | $4K | Buy |
29
+6
| +26% | +$827 | ﹤0.01% | 1095 |
|
|
2023
Q2 | $2.84K | Sell |
23
-5
| -18% | -$618 | ﹤0.01% | 1250 |
|
|
2023
Q1 | $3.23K | Buy |
28
+8
| +40% | +$923 | ﹤0.01% | 1173 |
|
|
2022
Q4 | $2.18K | Buy |
20
+6
| +43% | +$655 | ﹤0.01% | 1343 |
|
|
2022
Q3 | $1K | Sell |
14
-22
| -61% | -$1.57K | ﹤0.01% | 1540 |
|
|
2022
Q2 | $3K | Buy |
36
+17
| +89% | +$1.42K | ﹤0.01% | 1172 |
|
|
2022
Q1 | $2K | Buy |
19
+11
| +138% | +$1.16K | ﹤0.01% | 1400 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1337 |
|