AUA Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-32
| Closed | -$3.49K | – | 163 |
|
|
2022
Q4 | $3.49K | Buy |
32
+13
| +68% | +$1.42K | ﹤0.01% | 214 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 254 |
|
|
2022
Q2 | $2K | Buy |
19
+3
| +19% | +$316 | ﹤0.01% | 265 |
|
|
2022
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 279 |
|
|
2021
Q4 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 276 |
|
|
2021
Q3 | $2K | Buy |
15
+4
| +36% | +$533 | ﹤0.01% | 266 |
|
|
2021
Q2 | $2K | Buy |
11
+2
| +22% | +$364 | ﹤0.01% | 265 |
|
|
2021
Q1 | $1K | Sell |
9
-8
| -47% | -$889 | ﹤0.01% | 312 |
|
|
2020
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 258 |
|