EVERCORE WEALTH MANAGEMENT, LLC – Jefferies Financial Group Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$546,000
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+6.81%
quarter
Jefferies Financial Group Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 35K | $29.5 | 18.51K | |
| Q2 2022 | share | 0.00% | 0 shares | -97K | $27.62 | 18.51K | |
| Q1 2022 | share | Decrease | -15.28% | -3.34K shares | -240K | $32.85 | 18.51K |
| Q4 2021 | share | 0.00% | 0 shares | 37K | $38.99 | 21.85K | |
| Q3 2021 | share | 0.00% | 0 shares | 64K | $36.92 | 21.85K | |
| Q2 2021 | share | 0.00% | 0 shares | 89K | $33.76 | 21.85K | |
| Q1 2021 | share | Decrease | -2.67% | -600 shares | 106K | $29.53 | 21.85K |
| Q4 2020 | share | Increase | +5.80% | 1.23K shares | 170K | $23.97 | 22.45K |
| Q3 2020 | share | Increase | +0.24% | 50 shares | 53K | $17.42 | 21.22K |
| Q2 2020 | share | Increase | +0.47% | 100 shares | 41K | $14.93 | 21.17K |
| Q1 2020 | share | Decrease | -1.50% | -320 shares | -169K | $12.97 | 21.07K |
| Q4 2019 | share | 0.00% | 0 shares | 63K | $20.14 | 21.39K | |
| Q3 2019 | share | Increase | +25.33% | 4.32K shares | 87K | $17.23 | 21.39K |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $15.65 | 17.07K | |
| Q1 2019 | share | Decrease | -2.14% | -374 shares | 16K | $15.19 | 17.07K |
| Q4 2018 | share | Decrease | -2.39% | -427 shares | -83K | $13.94 | 17.44K |
| Q3 2018 | share | Increase | +79.28% | 7.90K shares | 155K | $17.54 | 17.87K |
| Q2 2018 | share | Increase | 0.00% | 9.96K shares | 212K | $18.06 | 9.96K |