TFO Wealth Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$385 | – | 278 |
|
|
2024
Q1 | $385 | Hold |
2
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $342 | Hold |
2
| – | – | ﹤0.01% | 467 |
|
|
2023
Q3 | $247 | Hold |
2
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $247 | Hold |
2
| – | – | ﹤0.01% | 454 |
|
|
2023
Q1 | $231 | Buy |
2
+1
| +100% | +$116 | ﹤0.01% | 441 |
|
|
2022
Q4 | $249 | Buy |
+1
| New | +$249 | ﹤0.01% | 595 |
|