Berman Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25K | Buy |
191
+1
| +0.5% | +$131 | ﹤0.01% | 904 |
|
|
2021
Q2 | $26K | Buy |
190
+14
| +8% | +$1.92K | ﹤0.01% | 804 |
|
|
2021
Q1 | $23K | Hold |
176
| – | – | ﹤0.01% | 731 |
|
|
2020
Q4 | $19K | Hold |
176
| – | – | ﹤0.01% | 683 |
|
|
2020
Q3 | $11K | Buy |
176
+108
| +159% | +$6.75K | ﹤0.01% | 759 |
|
|
2020
Q2 | $4K | Buy |
68
+5
| +8% | +$294 | ﹤0.01% | 1043 |
|
|
2020
Q1 | $2K | Buy |
63
+47
| +294% | +$1.49K | ﹤0.01% | 1120 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q3 | $1K | Sell |
16
-10
| -38% | -$625 | ﹤0.01% | 1312 |
|
|
2019
Q2 | $2K | Buy |
26
+10
| +63% | +$769 | ﹤0.01% | 1181 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1202 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 988 |
|