Bank Julius Baer & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,613
| Closed | -$1.31M | – | 645 |
|
|
2021
Q4 | $1.31M | Hold |
9,613
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $1.29M | Buy |
9,613
+5,834
| +154% | +$780K | 0.01% | 301 |
|
|
2021
Q2 | $532K | Sell |
3,779
-255
| -6% | -$35.9K | ﹤0.01% | 444 |
|
|
2021
Q1 | $531K | Buy |
4,034
+30
| +0.7% | +$3.95K | ﹤0.01% | 436 |
|
|
2020
Q4 | $439K | Buy |
+4,004
| New | +$439K | ﹤0.01% | 471 |
|