TWD
EVR icon

True Wealth Design’s Evercore EVR Stock Holding History

True Wealth Design’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.8K Buy
92
+72
+360% +$19.4K 0.01% 331
2025
Q1 		$4K Sell
20
-133
-87% -$26.6K ﹤0.01% 757
2024
Q4 		$42.4K Buy
153
+22
+17% +$6.1K 0.02% 196
2024
Q3 		$33.2K Buy
+131
New +$33.2K 0.01% 220