PFS Investments’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$270K Buy
2,185
+171
+8% +$21.1K ﹤0.01% 455
2023
Q1
$228K Buy
+2,014
New +$228K ﹤0.01% 468