C.M. Bidwell & Associates’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 |
-18
| Closed | -$2.23K | – | 538 |
|
|
2023
Q2 | $2.23K | Hold |
18
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $2.08K | Buy |
+18
| New | +$2.08K | ﹤0.01% | 461 |
|
|
2022
Q1 | – | Sell |
-276
| Closed | -$37K | – | 560 |
|
|
2021
Q4 | $37K | Buy |
+276
| New | +$37K | 0.02% | 326 |
|
|
2018
Q4 | – | Sell |
-1,050
| Closed | -$106K | – | 413 |
|
|
2018
Q3 | $106K | Sell |
1,050
-115
| -10% | -$11.6K | 0.1% | 183 |
|
|
2018
Q2 | $123K | Sell |
1,165
-95
| -8% | -$10K | 0.11% | 167 |
|
|
2018
Q1 | $110K | Buy |
1,260
+370
| +42% | +$32.3K | 0.1% | 186 |
|
|
2017
Q4 | $80K | Sell |
890
-3,045
| -77% | -$274K | 0.07% | 230 |
|
|
2017
Q3 | $316K | Sell |
3,935
-900
| -19% | -$72.3K | 0.49% | 78 |
|
|
2017
Q2 | $341K | Buy |
4,835
+1,670
| +53% | +$118K | 0.07% | 108 |
|
|
2017
Q1 | $247K | Sell |
3,165
-510
| -14% | -$39.8K | 0.06% | 133 |
|
|
2016
Q4 | $252K | Buy |
+3,675
| New | +$252K | 0.06% | 136 |
|