Sound Income Strategies’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7K | Hold |
10
| – | – | ﹤0.01% | 1214 |
|
|
2025
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q4 | $2.77K | Hold |
10
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q3 | $2.53K | Hold |
10
| – | – | ﹤0.01% | 1087 |
|
|
2024
Q2 | $2.08K | Sell |
10
-2
| -17% | -$417 | ﹤0.01% | 1099 |
|
|
2024
Q1 | $2.31K | Sell |
12
-1
| -8% | -$193 | ﹤0.01% | 1032 |
|
|
2023
Q4 | $2.22K | Buy |
13
+3
| +30% | +$513 | ﹤0.01% | 1043 |
|
|
2023
Q3 | $1.38K | Hold |
10
| – | – | ﹤0.01% | 961 |
|
|
2023
Q2 | $1.24K | Hold |
10
| – | – | ﹤0.01% | 947 |
|
|
2023
Q1 | $1.15K | Buy |
+10
| New | +$1.15K | ﹤0.01% | 914 |
|