Contravisory Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-93
| Closed | -$18.6K | – | 396 |
|
|
2025
Q1 | $18.6K | Hold |
93
| – | – | ﹤0.01% | 310 |
|
|
2024
Q4 | $25.8K | Sell |
93
-16
| -15% | -$4.44K | 0.01% | 261 |
|
|
2024
Q3 | $27.6K | Hold |
109
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $22.7K | Sell |
109
-50
| -31% | -$10.4K | 0.01% | 249 |
|
|
2024
Q1 | $30.6K | Hold |
159
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $27.2K | Buy |
+159
| New | +$27.2K | 0.01% | 234 |
|
|
2022
Q1 | – | Sell |
-1,571
| Closed | -$213K | – | 349 |
|
|
2021
Q4 | $213K | Buy |
1,571
+229
| +17% | +$31K | 0.06% | 183 |
|
|
2021
Q3 | $179K | Buy |
+1,342
| New | +$179K | 0.05% | 183 |
|
|
2018
Q1 | – | Sell |
-21
| Closed | -$2K | – | 369 |
|
|
2017
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 325 |
|
|
2017
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 353 |
|