CSat Investment Advisory’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$837K Sell
2020
Q4
$798K Sell
2020
Q3
$723K Buy
2020
Q2
$585K Sell
2020
Q1
$540K Buy
2019
Q4
$570K Buy
2019
Q3
$9K Buy
2019
Q2
$8K Buy