Pathstone Family Office’s Evercore EVR Stock Holding History

Pathstone Family Office’s Portfolio EVR Stock Details EVR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$802K	Buy
2023 Q2	$598K	Sell
2023 Q1	$560K	Sell
2022 Q4	$1.09M	Sell
2022 Q3	$873K	Buy
2022 Q2	$364K	Buy
2022 Q1	$556K	Buy
2021 Q4	$410K	Buy
2021 Q3	$341K	Buy