Kapitalo Investimentos’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 |
-159
| Closed | -$44.1K | – | 170 |
|
|
2024
Q4 | $44.1K | Buy |
+159
| New | +$44.1K | 0.03% | 226 |
|
|
2024
Q1 | – | Sell |
-1,126
| Closed | -$193K | – | 357 |
|
|
2023
Q4 | $193K | Sell |
1,126
-465
| -29% | -$79.5K | 0.04% | 281 |
|
|
2023
Q3 | $219K | Buy |
+1,591
| New | +$219K | 0.03% | 265 |
|
|
2023
Q2 | – | Sell |
-1,750
| Closed | -$202K | – | 552 |
|
|
2023
Q1 | $202K | Buy |
+1,750
| New | +$202K | 0.07% | 160 |
|