Smartleaf Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.1K | Sell |
112
-72
| -39% | -$19.4K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $36.7K | Sell |
184
-27
| -13% | -$5.39K | ﹤0.01% | 1305 |
|
|
2024
Q4 | $58.6K | Buy |
211
+83
| +65% | +$23.1K | 0.01% | 1104 |
|
|
2024
Q3 | $32.5K | Buy |
128
+24
| +23% | +$6.1K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $20.5K | Buy |
104
+81
| +352% | +$16K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $4.42K | Buy |
+23
| New | +$4.42K | ﹤0.01% | 1262 |
|