Cannell & Spears’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,114
| Closed | -$407K | – | 382 |
|
|
2024
Q1 | $407K | Hold |
2,114
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $362K | Hold |
2,114
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $291K | Sell |
2,114
-1,780
| -46% | -$245K | 0.03% | 172 |
|
|
2023
Q2 | $481K | Sell |
3,894
-420
| -10% | -$51.9K | 0.04% | 145 |
|
|
2023
Q1 | $498K | Sell |
4,314
-20
| -0.5% | -$2.31K | 0.04% | 139 |
|
|
2022
Q4 | $473K | Buy |
+4,334
| New | +$473K | 0.05% | 138 |
|
|
2022
Q3 | – | Sell |
-2,337
| Closed | -$219K | – | 200 |
|
|
2022
Q2 | $219K | Sell |
2,337
-5
| -0.2% | -$469 | 0.02% | 192 |
|
|
2022
Q1 | $261K | Buy |
+2,342
| New | +$261K | 0.02% | 193 |
|
|
2021
Q2 | – | Sell |
-1,542
| Closed | -$203K | – | 246 |
|
|
2021
Q1 | $203K | Sell |
1,542
-359
| -19% | -$47.3K | 0.02% | 219 |
|
|
2020
Q4 | $208K | Sell |
1,901
-1,215
| -39% | -$133K | 0.02% | 220 |
|
|
2020
Q3 | $204K | Buy |
+3,116
| New | +$204K | 0.02% | 217 |
|