TCPG
Trivant Custom Portfolio Group’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Sell |
3,606
-67
| -2% | -$18.1K | 0.53% | 55 |
|
|
2025
Q1 | $734K | Buy |
3,673
+240
| +7% | +$47.9K | 0.42% | 62 |
|
|
2024
Q4 | $952K | Sell |
3,433
-26
| -0.8% | -$7.21K | 0.56% | 44 |
|
|
2024
Q3 | $876K | Buy |
3,459
+128
| +4% | +$32.4K | 0.51% | 48 |
|
|
2024
Q2 | $694K | Buy |
+3,331
| New | +$694K | 0.43% | 49 |
|