CI Investments Inc’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,258
-56
| -4% | -$15.1K | ﹤0.01% | 599 |
|
|
2025
Q1 | $262K | Buy |
1,314
+126
| +11% | +$25.1K | ﹤0.01% | 655 |
|
|
2024
Q4 | $329K | Buy |
1,188
+152
| +15% | +$42.1K | ﹤0.01% | 596 |
|
|
2024
Q3 | $262K | Buy |
1,036
+94
| +10% | +$23.8K | ﹤0.01% | 592 |
|
|
2024
Q2 | $196K | Buy |
942
+60
| +7% | +$12.5K | ﹤0.01% | 633 |
|
|
2024
Q1 | $170K | Buy |
882
+123
| +16% | +$23.7K | ﹤0.01% | 742 |
|
|
2023
Q4 | $130K | Sell |
759
-210
| -22% | -$36K | ﹤0.01% | 774 |
|
|
2023
Q3 | $134K | Buy |
969
+17
| +2% | +$2.35K | ﹤0.01% | 757 |
|
|
2023
Q2 | $118K | Buy |
952
+42
| +5% | +$5.21K | ﹤0.01% | 745 |
|
|
2023
Q1 | $105K | Buy |
910
+5
| +0.6% | +$577 | ﹤0.01% | 727 |
|
|
2022
Q4 | $99K | Sell |
905
-51
| -5% | -$5.58K | ﹤0.01% | 747 |
|
|
2022
Q3 | $79K | Sell |
956
-28
| -3% | -$2.31K | ﹤0.01% | 733 |
|
|
2022
Q2 | $92K | Sell |
984
-522
| -35% | -$48.8K | ﹤0.01% | 735 |
|
|
2022
Q1 | $168K | Sell |
1,506
-227
| -13% | -$25.3K | ﹤0.01% | 748 |
|
|
2021
Q4 | $235K | Sell |
1,733
-535
| -24% | -$72.5K | ﹤0.01% | 729 |
|
|
2021
Q3 | $303K | Buy |
2,268
+42
| +2% | +$5.61K | ﹤0.01% | 674 |
|
|
2021
Q2 | $313K | Buy |
2,226
+846
| +61% | +$119K | ﹤0.01% | 680 |
|
|
2021
Q1 | $182K | Sell |
1,380
-322
| -19% | -$42.5K | ﹤0.01% | 680 |
|
|
2020
Q4 | $187K | Buy |
+1,702
| New | +$187K | ﹤0.01% | 671 |
|
|
2019
Q4 | – | Sell |
-7,441
| Closed | -$596K | – | 612 |
|
|
2019
Q3 | $596K | Buy |
+7,441
| New | +$596K | ﹤0.01% | 425 |
|