Planning Capital Management Corporation’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$27.1K Hold
107
0.02% 246
2024
Q2
$22.3K Hold
107
0.02% 266
2024
Q1
$20.6K Hold
107
0.02% 287
2023
Q4
$18.3K Buy
+107
New +$18.3K 0.01% 315