Sound Income Strategies’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.14K | Hold |
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|
2025
Q2 | $2.7K | Hold |
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|
2025
Q1 | $2K | Hold |
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|
2024
Q4 | $2.77K | Hold |
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|
2024
Q3 | $2.53K | Hold |
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|
2024
Q2 | $2.08K | Sell |
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|
2024
Q1 | $2.31K | Sell |
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|
2023
Q4 | $2.22K | Buy |
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|
2023
Q3 | $1.38K | Hold |
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|
2023
Q2 | $1.24K | Hold |
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|
2023
Q1 | $1.15K | Buy |
|