Compton Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,200
| Closed | -$468K | – | 121 |
|
|
2022
Q1 | $468K | Hold |
4,200
| – | – | 0.13% | 118 |
|
|
2021
Q4 | $571K | Hold |
4,200
| – | – | 0.15% | 111 |
|
|
2021
Q3 | $561K | Hold |
4,200
| – | – | 0.16% | 101 |
|
|
2021
Q2 | $591K | Sell |
4,200
-50
| -1% | -$7.04K | 0.17% | 96 |
|
|
2021
Q1 | $560K | Sell |
4,250
-550
| -11% | -$72.5K | 0.18% | 99 |
|
|
2020
Q4 | $526K | Sell |
4,800
-1,200
| -20% | -$132K | 0.18% | 89 |
|
|
2020
Q3 | $393K | Buy |
+6,000
| New | +$393K | 0.15% | 99 |
|