Mirabella Financial Services’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 |
-1,145
| Closed | -$239K | – | 269 |
|
|
2024
Q2 | $239K | Sell |
1,145
-4,002
| -78% | -$834K | 0.02% | 361 |
|
|
2024
Q1 | $991K | Buy |
+5,147
| New | +$991K | 0.07% | 189 |
|
|
2023
Q3 | – | Sell |
-1,955
| Closed | -$242K | – | 451 |
|
|
2023
Q2 | $242K | Buy |
+1,955
| New | +$242K | 0.03% | 399 |
|
|
2023
Q1 | – | Sell |
-14,233
| Closed | -$1.55M | – | 450 |
|
|
2022
Q4 | $1.55M | Buy |
+14,233
| New | +$1.55M | 0.14% | 113 |
|