AGF Investments LLC’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,433
| Closed | -$192K | – | 451 |
|
|
2021
Q3 | $192K | Sell |
1,433
-89
| -6% | -$11.9K | 0.02% | 293 |
|
|
2021
Q2 | $214K | Buy |
+1,522
| New | +$214K | 0.02% | 292 |
|
|
2021
Q1 | – | Sell |
-132
| Closed | -$14K | – | 454 |
|
|
2020
Q4 | $14K | Buy |
+132
| New | +$14K | ﹤0.01% | 440 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$25K | – | 729 |
|
|
2018
Q3 | $25K | Sell |
250
-86
| -26% | -$8.6K | ﹤0.01% | 531 |
|
|
2018
Q2 | $36 | Sell |
336
-149
| -31% | -$16 | ﹤0.01% | 484 |
|
|
2018
Q1 | $50K | Buy |
485
+157
| +48% | +$16.2K | 0.01% | 295 |
|
|
2017
Q4 | $29K | Buy |
328
+204
| +165% | +$18K | 0.01% | 351 |
|
|
2017
Q3 | $10K | Buy |
+124
| New | +$10K | ﹤0.01% | 519 |
|