Lee Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$5.65K | – | 381 |
|
|
2023
Q4 | $5.65K | Hold |
33
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $4.55K | Hold |
33
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $4.08K | Hold |
33
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $3.81K | Buy |
33
+27
| +450% | +$3.12K | ﹤0.01% | 572 |
|
|
2022
Q4 | $654 | Sell |
6
-31
| -84% | -$3.38K | ﹤0.01% | 795 |
|
|
2022
Q3 | $3K | Buy |
37
+21
| +131% | +$1.7K | ﹤0.01% | 616 |
|
|
2022
Q2 | $1K | Sell |
16
-17
| -52% | -$1.06K | ﹤0.01% | 782 |
|
|
2022
Q1 | $4K | Buy |
33
+19
| +136% | +$2.3K | ﹤0.01% | 531 |
|
|
2021
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 734 |
|