Benjamin F. Edwards & Company’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $156K | Buy |
747
+72
| +11% | +$15K | ﹤0.01% | 978 |
|
|
2024
Q1 | $130K | Buy |
675
+153
| +29% | +$29.5K | ﹤0.01% | 1023 |
|
|
2023
Q4 | $89K | Buy |
522
+96
| +23% | +$16.4K | ﹤0.01% | 1102 |
|
|
2023
Q3 | $59K | Hold |
426
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q2 | $53K | Buy |
426
+17
| +4% | +$2.12K | ﹤0.01% | 1065 |
|
|
2023
Q1 | $47K | Hold |
409
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q4 | $45K | Buy |
409
+168
| +70% | +$18.5K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $20K | Sell |
241
-137
| -36% | -$11.4K | ﹤0.01% | 1256 |
|
|
2022
Q2 | $35K | Buy |
378
+78
| +26% | +$7.22K | ﹤0.01% | 1124 |
|
|
2022
Q1 | $33K | Buy |
300
+200
| +200% | +$22K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 1295 |
|