LEGACY WEALTH ASSET MANAGEMENT, LLC – Evercore Inc. Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$550,000
portfolio value
LEGACY WEALTH ASSET MANAGEMENT, LLC quarter portfolio value change:
-12.14%
quarter
Evercore Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.98% | -66 shares | -82K | $82.25 | 6.68K |
| Q2 2022 | share | Increase | +3.34% | 218 shares | -95K | $93.61 | 6.75K |
| Q1 2022 | share | Increase | +3.91% | 246 shares | -127K | $111.32 | 6.53K |
| Q4 2021 | share | Increase | +5.10% | 305 shares | 54K | $136.23 | 6.28K |
| Q3 2021 | share | Increase | +16.11% | 830 shares | 75K | $133.06 | 5.98K |
| Q2 2021 | share | Decrease | -10.26% | -589 shares | -31K | $139.43 | 5.15K |
| Q1 2021 | share | Increase | +0.40% | 23 shares | 129K | $129.89 | 5.74K |
| Q4 2020 | share | Increase | 0.00% | 5.71K shares | 627K | $107.55 | 5.71K |