Calamos Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-9,796
| Closed | -$507K | – | 242 |
|
|
2016
Q1 | $507K | Sell |
9,796
-3,142
| -24% | -$163K | 0.1% | 184 |
|
|
2015
Q4 | $700K | Sell |
12,938
-2,161
| -14% | -$117K | 0.14% | 176 |
|
|
2015
Q3 | $759K | Buy |
15,099
+43
| +0.3% | +$2.16K | 0.18% | 165 |
|
|
2015
Q2 | $812K | Buy |
15,056
+10,130
| +206% | +$546K | 0.19% | 158 |
|
|
2015
Q1 | $254K | Buy |
+4,926
| New | +$254K | 0.06% | 195 |
|