Tradition Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-236
| Closed | -$40K | – | 635 |
|
|
2023
Q4 | $40K | Buy |
236
+1
| +0.4% | +$169 | ﹤0.01% | 679 |
|
|
2023
Q3 | $32K | Hold |
235
| – | – | ﹤0.01% | 710 |
|
|
2023
Q2 | $29K | Buy |
235
+95
| +68% | +$11.7K | ﹤0.01% | 775 |
|
|
2023
Q1 | $16K | Buy |
140
+1
| +0.7% | +$114 | ﹤0.01% | 880 |
|
|
2022
Q4 | $15K | Buy |
139
+1
| +0.7% | +$108 | ﹤0.01% | 805 |
|
|
2022
Q3 | $11K | Hold |
138
| – | – | ﹤0.01% | 905 |
|
|
2022
Q2 | $13K | Hold |
138
| – | – | ﹤0.01% | 755 |
|
|
2022
Q1 | $15K | Hold |
138
| – | – | ﹤0.01% | 791 |
|
|
2021
Q4 | $19K | Hold |
138
| – | – | ﹤0.01% | 743 |
|
|
2021
Q3 | $18K | Hold |
138
| – | – | ﹤0.01% | 755 |
|
|
2021
Q2 | $19K | Hold |
138
| – | – | ﹤0.01% | 769 |
|
|
2021
Q1 | $18K | Hold |
138
| – | – | ﹤0.01% | 649 |
|
|
2020
Q4 | $15K | Buy |
+138
| New | +$15K | ﹤0.01% | 643 |
|