JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.53M | Sell |
|
|||||
|
2023
Q2 | $5.89M | Sell |
|
|||||
|
2023
Q1 | $5.55M | Buy |
|
|||||
|
2022
Q4 | $4.64M | Sell |
|
|||||
|
2022
Q3 | $3.88M | Sell |
|
|||||
|
2022
Q2 | $4.45M | Sell |
|
|||||
|
2022
Q1 | $8.7M | Sell |
|
|||||
|
2021
Q4 | $12.1M | Buy |
|
|||||
|
2021
Q3 | $10.8M | Buy |
|
|||||
|
2021
Q2 | $11.1M | Buy |
|
|||||
|
2021
Q1 | $6.21M | Sell |
|
|||||
|
2020
Q4 | $5.24M | Buy |
|
|||||
|
2020
Q3 | $3.03M | Buy |
|
|||||
|
2020
Q2 | $2.72M | Buy |
|
|||||
|
2020
Q1 | $2.09M | Buy |
|
|||||
|
2019
Q4 | $3.32M | Sell |
|
|||||
|
2019
Q3 | $5.68M | Buy |
|
|||||
|
2019
Q2 | $5.92M | Sell |
|
|||||
|
2019
Q1 | $6.26M | Buy |
|
|||||
|
2018
Q4 | $4.7M | Sell |
|
|||||
|
2018
Q3 | $8.15M | Buy |
|
|||||
|
2018
Q2 | $3.3M | Buy |
|
|||||
|
2018
Q1 | $2.3M | Buy |
|
|||||
|
2017
Q4 | $1.16M | Buy |
|