Smartleaf Asset Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.1K Sell
2025
Q1
$36.7K Sell
2024
Q4
$58.6K Buy
2024
Q3
$32.5K Buy
2024
Q2
$20.5K Buy
2024
Q1
$4.42K Buy