JFS Wealth Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83K | Hold |
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|
2025
Q1 | $5.79K | Hold |
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|
2024
Q4 | $8.04K | Hold |
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|
2024
Q3 | $7.35K | Buy |
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|
2024
Q2 | $5.84K | Hold |
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|
2024
Q1 | $5.39K | Hold |
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|
2023
Q4 | $4.79K | Sell |
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|
2023
Q3 | $4K | Buy |
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|
2023
Q2 | $2.84K | Sell |
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|
2023
Q1 | $3.23K | Buy |
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|
2022
Q4 | $2.18K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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