Kingsview Wealth Management’s Evercore EVR Stock Holding History

Kingsview Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$1.15M	Buy
2021 Q3	–	Sell
2021 Q2	$1.15M	Buy
2021 Q1	–	Sell
2020 Q4	$227K	Buy