Brookfield Corp’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,484
| Closed | -$2.9M | – | 251 |
|
|
2023
Q2 | $2.9M | Sell |
23,484
-5,207
| -18% | -$644K | 0.01% | 363 |
|
|
2023
Q1 | $3.31M | Sell |
28,691
-20,966
| -42% | -$2.42M | 0.01% | 353 |
|
|
2022
Q4 | $5.42M | Sell |
49,657
-36,103
| -42% | -$3.94M | 0.02% | 248 |
|
|
2022
Q3 | $7.05M | Buy |
+85,760
| New | +$7.05M | 0.03% | 222 |
|
|
2022
Q2 | – | Sell |
-61,014
| Closed | -$6.79M | – | 624 |
|
|
2022
Q1 | $6.79M | Buy |
61,014
+42,956
| +238% | +$4.78M | 0.03% | 200 |
|
|
2021
Q4 | $2.45M | Buy |
+18,058
| New | +$2.45M | 0.01% | 292 |
|
|
2020
Q4 | – | Sell |
-56,307
| Closed | -$3.69M | – | 471 |
|
|
2020
Q3 | $3.69M | Buy |
56,307
+1,578
| +3% | +$103K | 0.02% | 174 |
|
|
2020
Q2 | $3.23M | Buy |
+54,729
| New | +$3.23M | 0.02% | 175 |
|