Stonebridge Financial Planning Group’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-400
Closed -$31K 393
2020
Q3
$31K Hold
400
0.02% 225
2020
Q2
$23K Hold
400
0.02% 245
2020
Q1
$22K Hold
400
0.02% 235
2019
Q4
$30K Buy
+400
New +$30K 0.03% 203