Bar Harbor Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,339
| Closed | -$239K | – | 292 |
|
|
2018
Q4 | $239K | Sell |
3,339
-1,631
| -33% | -$117K | 0.03% | 251 |
|
|
2018
Q3 | $500K | Sell |
4,970
-37
| -0.7% | -$3.72K | 0.06% | 203 |
|
|
2018
Q2 | $528K | Buy |
5,007
+545
| +12% | +$57.5K | 0.06% | 194 |
|
|
2018
Q1 | $389K | Buy |
4,462
+1,612
| +57% | +$141K | 0.05% | 226 |
|
|
2017
Q4 | $256K | Sell |
2,850
-517
| -15% | -$46.4K | 0.03% | 265 |
|
|
2017
Q3 | $270K | Hold |
3,367
| – | – | 0.03% | 257 |
|
|
2017
Q2 | $238K | Hold |
3,367
| – | – | 0.03% | 280 |
|
|
2017
Q1 | $262K | Sell |
3,367
-345
| -9% | -$26.8K | 0.03% | 277 |
|
|
2016
Q4 | $255K | Sell |
3,712
-256
| -6% | -$17.6K | 0.03% | 313 |
|
|
2016
Q3 | $204K | Buy |
+3,968
| New | +$204K | 0.02% | 330 |
|
|
2016
Q2 | – | Sell |
-4,313
| Closed | -$223K | – | 324 |
|
|
2016
Q1 | $223K | Sell |
4,313
-212
| -5% | -$11K | 0.03% | 280 |
|
|
2015
Q4 | $245K | Buy |
4,525
+449
| +11% | +$24.3K | 0.03% | 263 |
|
|
2015
Q3 | $205K | Buy |
+4,076
| New | +$205K | 0.03% | 273 |
|