Kestra Private Wealth Services, LLC Evercore Inc. Transaction History

Kestra Private Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$93.36 - $115.14 $174,769 - $215,542	-1,872 Closed	0 $0
Q1 2022 May 26, 2022	SELL	$108.18 - $139.71 $23,583 - $30,456	-218 Reduced 10.43%	1,872 $208,000
Q4 2021 Jan 21, 2022	BUY	$128.95 - $163.18 $13,539 - $17,133	105 Added 5.29%	2,090 $283,000
Q3 2021 Oct 21, 2021	SELL	$125.41 - $143.61 $26,210 - $30,014	-209 Reduced 9.53%	1,985 $265,000
Q2 2021 Jul 30, 2021	BUY	$128.03 - $149.4 $280,897 - $327,783	2,194 New	2,194 $308,000

544

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.2B
Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...

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