Kingsview Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,272
| Closed | -$1.15M | – | 954 |
|
|
2023
Q2 | $1.15M | Buy |
+9,272
| New | +$1.15M | 0.04% | 366 |
|
|
2021
Q3 | – | Sell |
-8,123
| Closed | -$1.15M | – | 857 |
|
|
2021
Q2 | $1.15M | Buy |
+8,123
| New | +$1.15M | 0.06% | 337 |
|
|
2021
Q1 | – | Sell |
-2,070
| Closed | -$227K | – | 824 |
|
|
2020
Q4 | $227K | Buy |
+2,070
| New | +$227K | 0.02% | 611 |
|