Covenant Asset Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$1.01M Sell
2019
Q2
$2.25M Sell
2019
Q1
$2.36M Sell
2018
Q4
$2.77M Hold
2018
Q3
$2.77M Sell
2018
Q2
$2.94M Sell
2018
Q1
$2.43M Sell
2017
Q4
$2.54M Buy
2017
Q3
$2.25M Buy
2017
Q2
$1.96M Buy
2017
Q1
$2.13M Sell
2016
Q4
$2.06M Buy