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SYSTM Wealth Solutions’s Evercore EVR Stock Holding History

SYSTM Wealth Solutions’s Portfolio EVR Stock Details EVR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-78
Closed -$16.3K – 277
2024
Q2 		$16.3K Sell
78
-418
-84% -$87.2K ﹤0.01% 398
2024
Q1 		$95.5K Buy
496
+58
+13% +$11.2K 0.01% 483
2023
Q4 		$74.9K Buy
+438
New +$74.9K 0.01% 505