Counterpoint Mutual Funds’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-844
| Closed | -$104K | – | 358 |
|
|
2023
Q2 | $104K | Sell |
844
-91
| -10% | -$11.2K | 0.1% | 224 |
|
|
2023
Q1 | $108K | Sell |
935
-272
| -23% | -$31.4K | 0.09% | 201 |
|
|
2022
Q4 | $132K | Buy |
+1,207
| New | +$132K | 0.14% | 177 |
|
|
2022
Q3 | – | Sell |
-1,328
| Closed | -$124K | – | 280 |
|
|
2022
Q2 | $124K | Buy |
+1,328
| New | +$124K | 0.08% | 134 |
|