PSI Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$200 | – | 276 |
|
|
2025
Q1 | $200 | Hold |
1
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $277 | Hold |
1
| – | – | ﹤0.01% | 831 |
|
|
2024
Q3 | $253 | Hold |
1
| – | – | ﹤0.01% | 837 |
|
|
2024
Q2 | $208 | Hold |
1
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $193 | Hold |
1
| – | – | ﹤0.01% | 762 |
|
|
2023
Q4 | $171 | Hold |
1
| – | – | ﹤0.01% | 830 |
|
|
2023
Q3 | $138 | Hold |
1
| – | – | ﹤0.01% | 817 |
|
|
2023
Q2 | $124 | Hold |
1
| – | – | ﹤0.01% | 813 |
|
|
2023
Q1 | $115 | Hold |
1
| – | – | ﹤0.01% | 765 |
|
|
2022
Q4 | $109 | Hold |
1
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 784 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 789 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 779 |
|