Arlington Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-699
| Closed | -$86.4K | – | 483 |
|
|
2023
Q2 | $86.4K | Hold |
699
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $80.7K | Hold |
699
| – | – | 0.01% | 236 |
|
|
2022
Q4 | $76.2K | Hold |
699
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $57K | Sell |
699
-367
| -34% | -$29.9K | 0.02% | 182 |
|
|
2022
Q2 | $100K | Hold |
1,066
| – | – | 0.03% | 160 |
|
|
2022
Q1 | $119K | Hold |
1,066
| – | – | 0.03% | 155 |
|
|
2021
Q4 | $145K | Hold |
1,066
| – | – | 0.04% | 156 |
|
|
2021
Q3 | $142K | Hold |
1,066
| – | – | 0.04% | 140 |
|
|
2021
Q2 | $150K | Sell |
1,066
-20
| -2% | -$2.81K | 0.05% | 105 |
|
|
2021
Q1 | $143K | Buy |
+1,086
| New | +$143K | 0.05% | 116 |
|