American Portfolios Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $50.8K | Buy |
618
+203
| +49% | +$16.7K | ﹤0.01% | 1692 |
|
|
2022
Q2 | $38.8K | Sell |
415
-80
| -16% | -$7.49K | ﹤0.01% | 1899 |
|
|
2022
Q1 | $55.1K | Buy |
495
+181
| +58% | +$20.1K | ﹤0.01% | 1838 |
|
|
2021
Q4 | $42.7K | Sell |
314
-27
| -8% | -$3.67K | ﹤0.01% | 1939 |
|
|
2021
Q3 | $45.6K | Buy |
341
+158
| +86% | +$21.1K | ﹤0.01% | 1811 |
|
|
2021
Q2 | $25.8K | Sell |
183
-130
| -42% | -$18.3K | ﹤0.01% | 2093 |
|
|
2021
Q1 | $41.2K | Buy |
313
+266
| +566% | +$35K | ﹤0.01% | 1690 |
|
|
2020
Q4 | $5.15K | Buy |
47
+20
| +74% | +$2.19K | ﹤0.01% | 2399 |
|
|
2020
Q3 | $1.77K | Buy |
+27
| New | +$1.77K | ﹤0.01% | 2651 |
|
|
2018
Q4 | – | Sell |
-2,389
| Closed | -$240K | – | 2456 |
|
|
2018
Q3 | $240K | Buy |
2,389
+1,142
| +92% | +$115K | 0.03% | 521 |
|
|
2018
Q2 | $131K | Buy |
1,247
+1,226
| +5,838% | +$129K | 0.02% | 709 |
|
|
2018
Q1 | $1.83K | Hold |
21
| – | – | ﹤0.01% | 2116 |
|
|
2017
Q4 | $1.89K | Buy |
+21
| New | +$1.89K | ﹤0.01% | 2065 |
|