Lane & Associates’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,833
| Closed | -$382K | – | 117 |
|
|
2024
Q2 | $382K | Buy |
1,833
+29
| +2% | +$6.04K | 0.23% | 78 |
|
|
2024
Q1 | $347K | Sell |
1,804
-209
| -10% | -$40.3K | 0.22% | 80 |
|
|
2023
Q4 | $344K | Sell |
2,013
-454
| -18% | -$77.7K | 0.25% | 71 |
|
|
2023
Q3 | $340K | Buy |
2,467
+3
| +0.1% | +$414 | 0.27% | 69 |
|
|
2023
Q2 | $305K | Buy |
2,464
+329
| +15% | +$40.7K | 0.24% | 77 |
|
|
2023
Q1 | $246K | Buy |
+2,135
| New | +$246K | 0.22% | 87 |
|