Advisor Group’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$244K Sell
3,275
-705
-18% -$52.5K ﹤0.01% 2229
2019
Q3
$319K Buy
3,980
+745
+23% +$59.7K ﹤0.01% 1961
2019
Q2
$287K Sell
3,235
-999
-24% -$88.6K ﹤0.01% 2035
2019
Q1
$386K Buy
4,234
+673
+19% +$61.4K ﹤0.01% 1776
2018
Q4
$254K Sell
3,561
-549
-13% -$39.2K ﹤0.01% 1918
2018
Q3
$413K Buy
4,110
+1,890
+85% +$190K ﹤0.01% 1610
2018
Q2
$235K Sell
2,220
-122
-5% -$12.9K ﹤0.01% 1851
2018
Q1
$204K Sell
2,342
-105
-4% -$9.15K ﹤0.01% 1962
2017
Q4
$219K Buy
2,447
+673
+38% +$60.2K ﹤0.01% 1921
2017
Q3
$142K Buy
1,774
+553
+45% +$44.3K ﹤0.01% 2114
2017
Q2
$87K Buy
1,221
+242
+25% +$17.2K ﹤0.01% 2417
2017
Q1
$77K Buy
979
+507
+107% +$39.9K ﹤0.01% 2358
2016
Q4
$33K Buy
472
+41
+10% +$2.87K ﹤0.01% 2898
2016
Q3
$22K Sell
431
-608
-59% -$31K ﹤0.01% 3083
2016
Q2
$43K Buy
+1,039
New +$43K ﹤0.01% 2522