CIM Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,718
| Closed | -$498K | – | 335 |
|
|
2018
Q2 | $498K | Hold |
4,718
| – | – | 0.17% | 163 |
|
|
2018
Q1 | $411K | Hold |
4,718
| – | – | 0.14% | 205 |
|
|
2017
Q4 | $425K | Sell |
4,718
-27
| -0.6% | -$2.43K | 0.15% | 197 |
|
|
2017
Q3 | $381K | Hold |
4,745
| – | – | 0.14% | 207 |
|
|
2017
Q2 | $335K | Sell |
4,745
-144
| -3% | -$10.2K | 0.12% | 241 |
|
|
2017
Q1 | $381K | Hold |
4,889
| – | – | 0.13% | 216 |
|
|
2016
Q4 | $336K | Hold |
4,889
| – | – | 0.12% | 232 |
|
|
2016
Q3 | $252K | Buy |
4,889
+190
| +4% | +$9.79K | 0.1% | 291 |
|
|
2016
Q2 | $208K | Buy |
4,699
+480
| +11% | +$21.2K | 0.09% | 273 |
|
|
2016
Q1 | $218K | Buy |
+4,219
| New | +$218K | 0.1% | 250 |
|