Brinker Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,478
| Closed | -$484K | – | 934 |
|
|
2019
Q4 | $484K | Sell |
6,478
-253
| -4% | -$18.9K | 0.02% | 721 |
|
|
2019
Q3 | $539K | Buy |
6,731
+369
| +6% | +$29.5K | 0.02% | 680 |
|
|
2019
Q2 | $564K | Sell |
6,362
-78
| -1% | -$6.92K | 0.02% | 659 |
|
|
2019
Q1 | $586K | Sell |
6,440
-693
| -10% | -$63.1K | 0.02% | 637 |
|
|
2018
Q4 | $510K | Sell |
7,133
-5,721
| -45% | -$409K | 0.02% | 592 |
|
|
2018
Q3 | $1.29M | Sell |
12,854
-501
| -4% | -$50.4K | 0.05% | 418 |
|
|
2018
Q2 | $1.41M | Sell |
13,355
-2,827
| -17% | -$298K | 0.05% | 379 |
|
|
2018
Q1 | $1.41M | Sell |
16,182
-1,160
| -7% | -$101K | 0.06% | 367 |
|
|
2017
Q4 | $1.56M | Buy |
17,342
+538
| +3% | +$48.4K | 0.06% | 300 |
|
|
2017
Q3 | $1.35M | Buy |
16,804
+2,452
| +17% | +$197K | 0.06% | 329 |
|
|
2017
Q2 | $1.01M | Sell |
14,352
-119
| -0.8% | -$8.39K | 0.05% | 370 |
|
|
2017
Q1 | $1.13M | Sell |
14,471
-2,131
| -13% | -$166K | 0.05% | 333 |
|
|
2016
Q4 | $1.14M | Buy |
+16,602
| New | +$1.14M | 0.06% | 274 |
|