Rise 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 | $22.8K | Hold |
84
| – | – | 0.01% | 459 |
|
|
2025
Q1 | $16.8K | Sell |
84
-33
| -28% | -$6.6K | 0.01% | 613 |
|
|
2024
Q4 | $32.3K | Buy |
117
+1
| +0.9% | +$276 | 0.02% | 362 |
|
|
2024
Q3 | $29.5K | Hold |
116
| – | – | 0.01% | 423 |
|
|
2024
Q2 | $24.2K | Buy |
116
+1
| +0.9% | +$208 | 0.01% | 496 |
|
|
2024
Q1 | $22.2K | Buy |
+115
| New | +$22.2K | 0.01% | 581 |
|