Pathstone Family Office’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $802K | Buy |
5,817
+979
| +20% | +$135K | 0.01% | 812 |
|
|
2023
Q2 | $598K | Sell |
4,838
-12
| -0.2% | -$1.48K | 0.01% | 676 |
|
|
2023
Q1 | $560K | Sell |
4,850
-5,342
| -52% | -$616K | 0.01% | 634 |
|
|
2022
Q4 | $1.09M | Sell |
10,192
-414
| -4% | -$44.2K | 0.01% | 763 |
|
|
2022
Q3 | $873K | Buy |
10,606
+6,714
| +173% | +$552K | 0.01% | 810 |
|
|
2022
Q2 | $364K | Buy |
3,892
+13
| +0.3% | +$1.22K | 0.01% | 703 |
|
|
2022
Q1 | $556K | Buy |
3,879
+856
| +28% | +$123K | 0.01% | 511 |
|
|
2021
Q4 | $410K | Buy |
3,023
+467
| +18% | +$63.3K | 0.01% | 615 |
|
|
2021
Q3 | $341K | Buy |
+2,556
| New | +$341K | 0.01% | 630 |
|