Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$629,427.25
% of Total Estimate Gain
36.59%

Dividend Growth Portfolio's Evercore Inc Holding Summary

As of 2025-03-31, Dividend Growth Portfolio held - shares of Evercore Inc(EVR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding Evercore Inc(EVR) stock.

The initial trade took place in 2024Q1. And since then Dividend Growth Portfolio has made 3 purchases of EVR, at an average price of $187.45, for a total of 9,176.00 shares. In addition, there have been 2 sales at an average price of $256.05 for 9,176.00 shares. Based on historical transaction data and EVR's current price of $300.04, Dividend Growth Portfolio's estimated gain on his EVR holdings is $629,427.25, reflecting a 36.59% gain to date.

Dividend Growth Portfolio EVR ($300.04) Holding Chart

Dividend Growth Portfolio EVR ($300.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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