EVERCORE WEALTH MANAGEMENT, LLC – Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.70M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.33% | -411 shares | -91K | $55.81 | 30.51K |
| Q2 2022 | share | 0.00% | 0 shares | -520K | $57.99 | 30.93K | |
| Q1 2022 | share | 0.00% | 0 shares | -218K | $74.82 | 30.93K | |
| Q4 2021 | share | Decrease | -2.02% | -319 shares | 195K | $165.03 | 15.46K |
| Q3 2021 | share | Decrease | -1.00% | -160 shares | 10K | $148.09 | 15.78K |
| Q2 2021 | share | Decrease | -2.77% | -454 shares | 199K | $145.82 | 15.94K |
| Q1 2021 | share | Increase | +6.87% | 1.05K shares | 158K | $129.53 | 16.39K |
| Q4 2020 | share | 0.00% | 0 shares | 203K | $128.03 | 15.34K | |
| Q3 2020 | share | Decrease | -7.64% | -1.27K shares | 80K | $114.67 | 15.34K |
| Q2 2020 | share | 0.00% | 0 shares | 364K | $100.94 | 16.61K | |
| Q1 2020 | share | Decrease | -4.59% | -800 shares | -295K | $79.05 | 16.61K |
| Q4 2019 | share | Increase | 0.00% | 17.41K shares | 1.61M | $92.01 | 17.41K |