Alexandria Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-15,521
| Closed | -$803K | – | 614 |
|
|
2016
Q1 | $803K | Hold |
15,521
| – | – | 0.14% | 95 |
|
|
2015
Q4 | $839K | Hold |
15,521
| – | – | 0.21% | 87 |
|
|
2015
Q3 | $780K | Hold |
15,521
| – | – | 0.19% | 89 |
|
|
2015
Q2 | $838K | Buy |
15,521
+725
| +5% | +$39.1K | 0.19% | 89 |
|
|
2015
Q1 | $764K | Hold |
14,796
| – | – | 0.27% | 49 |
|
|
2014
Q4 | $775K | Hold |
14,796
| – | – | 0.3% | 47 |
|
|
2014
Q3 | $695K | Hold |
14,796
| – | – | 0.3% | 52 |
|
|
2014
Q2 | $853K | Buy |
14,796
+1,058
| +8% | +$61K | 0.36% | 47 |
|
|
2014
Q1 | $759K | Buy |
+13,738
| New | +$759K | 0.33% | 49 |
|