WAM
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Wealthspire Advisors (Maryland)’s Evercore EVR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-67
Closed -$6K – 945
2019
Q1 		$6K Hold
67
– – ﹤0.01% 1736
2018
Q4 		$5K Sell
67
-21
-24% -$1.72K ﹤0.01% 1717
2018
Q3 		$9K Sell
88
-5
-5% -$539 ﹤0.01% 1554
2018
Q2 		$10K Sell
93
-5
-5% -$516 ﹤0.01% 1532
2018
Q1 		$9K Sell
98
-10
-9% -$942 ﹤0.01% 1606
2017
Q4 		$10K Buy
108
+38
+54% +$3.17K ﹤0.01% 1580
2017
Q3 		$6K Buy
70
+6
+9% +$451 ﹤0.01% 1729
2017
Q2 		$5K Buy
+64
New +$4.65K ﹤0.01% 1755

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N
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return