Boenning & Scattergood’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $346K | Buy |
3,106
+6
| +0.2% | +$668 | 0.06% | 299 |
|
|
2022
Q3 | $255K | Sell |
3,100
-6
| -0.2% | -$494 | 0.05% | 312 |
|
|
2022
Q2 | $291K | Hold |
3,106
| – | – | 0.06% | 296 |
|
|
2022
Q1 | $346K | Buy |
3,106
+6
| +0.2% | +$668 | 0.06% | 299 |
|
|
2021
Q4 | $421K | Hold |
3,100
| – | – | 0.07% | 270 |
|
|
2021
Q3 | $414K | Hold |
3,100
| – | – | 0.07% | 264 |
|
|
2021
Q2 | $436K | Hold |
3,100
| – | – | 0.08% | 257 |
|
|
2021
Q1 | $408K | Hold |
3,100
| – | – | 0.08% | 256 |
|
|
2020
Q4 | $340K | Hold |
3,100
| – | – | 0.07% | 261 |
|
|
2020
Q3 | $203K | Buy |
+3,100
| New | +$203K | 0.05% | 309 |
|