Bowling Portfolio Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,412
| Closed | -$353K | – | 341 |
|
|
2019
Q3 | $353K | Sell |
4,412
-83
| -2% | -$6.64K | 0.06% | 297 |
|
|
2019
Q2 | $398K | Sell |
4,495
-1,054
| -19% | -$93.3K | 0.07% | 284 |
|
|
2019
Q1 | $505K | Buy |
+5,549
| New | +$505K | 0.08% | 292 |
|
|
2018
Q1 | – | Sell |
-25,278
| Closed | -$2.28M | – | 370 |
|
|
2017
Q4 | $2.28M | Buy |
25,278
+15,379
| +155% | +$1.38M | 0.3% | 102 |
|
|
2017
Q3 | $794K | Sell |
9,899
-9,231
| -48% | -$740K | 0.12% | 255 |
|
|
2017
Q2 | $1.35M | Buy |
+19,130
| New | +$1.35M | 0.2% | 155 |
|