Tidal Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
2,595
+310
| +14% | +$83.7K | ﹤0.01% | 1160 |
|
|
2025
Q1 | $456K | Buy |
+2,285
| New | +$456K | ﹤0.01% | 1344 |
|
|
2023
Q4 | – | Sell |
-9,831
| Closed | -$1.36M | – | 1434 |
|
|
2023
Q3 | $1.36M | Sell |
9,831
-1,195
| -11% | -$165K | 0.04% | 448 |
|
|
2023
Q2 | $1.36M | Sell |
11,026
-617
| -5% | -$76.3K | 0.04% | 434 |
|
|
2023
Q1 | $1.34M | Sell |
11,643
-1,871
| -14% | -$216K | 0.04% | 391 |
|
|
2022
Q4 | $1.47M | Sell |
13,514
-1,774
| -12% | -$193K | 0.06% | 343 |
|
|
2022
Q3 | $1.26M | Sell |
15,288
-98
| -0.6% | -$8.06K | 0.05% | 310 |
|
|
2022
Q2 | $1.44M | Buy |
15,386
+1,381
| +10% | +$129K | 0.05% | 301 |
|
|
2022
Q1 | $1.56M | Buy |
14,005
+1,527
| +12% | +$170K | 0.05% | 295 |
|
|
2021
Q4 | $1.7M | Buy |
12,478
+2,026
| +19% | +$275K | 0.05% | 256 |
|
|
2021
Q3 | $1.4M | Buy |
10,452
+1,825
| +21% | +$244K | 0.05% | 238 |
|
|
2021
Q2 | $1.21M | Buy |
+8,627
| New | +$1.21M | 0.05% | 244 |
|