Planned Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+800
| New | +$216K | 0.08% | 114 |
|
|
2025
Q1 | – | Sell |
-800
| Closed | -$222K | – | 116 |
|
|
2024
Q4 | $222K | Hold |
800
| – | – | 0.09% | 102 |
|
|
2024
Q3 | $203K | Buy |
+800
| New | +$203K | 0.08% | 111 |
|
|
2024
Q2 | – | Sell |
-1,065
| Closed | -$205K | – | 103 |
|
|
2024
Q1 | $205K | Hold |
1,065
| – | – | 0.1% | 97 |
|
|
2023
Q4 | $182K | Buy |
+1,065
| New | +$182K | 0.09% | 95 |
|