Advantage Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 817 |
|
|
2019
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 830 |
|
|
2019
Q1 | $4K | Buy |
39
+4
| +11% | +$410 | ﹤0.01% | 786 |
|
|
2018
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 845 |
|
|
2018
Q3 | – | Sell |
-88
| Closed | -$9K | – | 1027 |
|
|
2018
Q2 | $9K | Hold |
88
| – | – | 0.01% | 663 |
|
|
2018
Q1 | $8K | Hold |
88
| – | – | ﹤0.01% | 710 |
|
|
2017
Q4 | $8K | Sell |
88
-78
| -47% | -$7.09K | ﹤0.01% | 728 |
|
|
2017
Q3 | $13K | Hold |
166
| – | – | ﹤0.01% | 628 |
|
|
2017
Q2 | $12K | Buy |
+166
| New | +$12K | ﹤0.01% | 664 |
|