Alpha Windward’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,171
| Closed | -$284K | – | 443 |
|
|
2020
Q1 | $284K | Buy |
6,171
+6,000
| +3,509% | +$276K | 0.25% | 151 |
|
|
2019
Q4 | $13K | Buy |
171
+35
| +26% | +$2.66K | 0.01% | 357 |
|
|
2019
Q3 | $11K | Hold |
136
| – | – | 0.01% | 363 |
|
|
2019
Q2 | $12K | Buy |
+136
| New | +$12K | 0.01% | 360 |
|
|
2018
Q4 | – | Sell |
-298
| Closed | -$30K | – | 414 |
|
|
2018
Q3 | $30K | Hold |
298
| – | – | 0.02% | 346 |
|
|
2018
Q2 | $31K | Sell |
298
-66
| -18% | -$6.87K | 0.02% | 340 |
|
|
2018
Q1 | $32K | Hold |
364
| – | – | 0.02% | 329 |
|
|
2017
Q4 | $33K | Buy |
+364
| New | +$33K | 0.02% | 326 |
|