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Mutual Advisors’s Evercore EVR Stock Holding History

Mutual Advisors’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,605
Closed -$317K – 1180
2025
Q1 		$317K Sell
1,605
-82
-5% -$16.2K 0.01% 887
2024
Q4 		$471K Buy
+1,687
New +$471K 0.01% 718