U.S. Capital Wealth Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,140
| Closed | -$2.03M | – | 895 |
|
|
2025
Q1 | $2.03M | Buy |
10,140
+72
| +0.7% | +$14.4K | 0.06% | 284 |
|
|
2024
Q4 | $2.79M | Buy |
+10,068
| New | +$2.79M | 0.09% | 239 |
|
|
2022
Q1 | – | Sell |
-22,682
| Closed | -$3.08M | – | 717 |
|
|
2021
Q4 | $3.08M | Sell |
22,682
-657
| -3% | -$89.2K | 0.12% | 184 |
|
|
2021
Q3 | $3.12M | Buy |
+23,339
| New | +$3.12M | 0.14% | 177 |
|