Laffer Tengler Investments’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
-3,388
Closed -$419K 344
2023
Q2
$419K Buy
3,388
+11
+0.3% +$1.36K 0.11% 146
2023
Q1
$390K Sell
3,377
-127
-4% -$14.7K 0.11% 149
2022
Q4
$382K Buy
+3,504
New +$382K 0.11% 157