AGF Investments Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-45
| Closed | -$3K | – | 746 |
|
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 733 |
|
|
2020
Q2 | $3K | Buy |
45
+1
| +2% | +$67 | ﹤0.01% | 725 |
|
|
2020
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 729 |
|
|
2019
Q3 | – | Sell |
-75,000
| Closed | -$6.64M | – | 350 |
|
|
2019
Q2 | $6.64M | Sell |
75,000
-25,201
| -25% | -$2.23M | 0.08% | 169 |
|
|
2019
Q1 | $9.12M | Hold |
100,201
| – | – | 0.1% | 156 |
|
|
2018
Q4 | $7.17M | Hold |
100,201
| – | – | 0.09% | 165 |
|
|
2018
Q3 | $10.1M | Buy |
100,201
+15,000
| +18% | +$1.51M | 0.1% | 157 |
|
|
2018
Q2 | $8.98M | Hold |
85,201
| – | – | 0.09% | 160 |
|
|
2018
Q1 | $7.43M | Sell |
85,201
-117
| -0.1% | -$10.2K | 0.08% | 186 |
|
|
2017
Q4 | $7.68M | Hold |
85,318
| – | – | 0.07% | 192 |
|
|
2017
Q3 | $6.85M | Hold |
85,318
| – | – | 0.07% | 187 |
|
|
2017
Q2 | $6.02M | Hold |
85,318
| – | – | 0.07% | 188 |
|
|
2017
Q1 | $6.64M | Sell |
85,318
-192
| -0.2% | -$14.9K | 0.07% | 191 |
|
|
2016
Q4 | $5.87M | Buy |
+85,510
| New | +$5.87M | 0.07% | 198 |
|