CSat Investment Advisory’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $837K | Sell |
6,353
-924
| -13% | -$122K | 0.7% | 63 |
|
|
2020
Q4 | $798K | Sell |
7,277
-3,757
| -34% | -$412K | 0.74% | 44 |
|
|
2020
Q3 | $723K | Buy |
11,034
+1,112
| +11% | +$72.9K | 0.06% | 140 |
|
|
2020
Q2 | $585K | Sell |
9,922
-1,798
| -15% | -$106K | 0.07% | 152 |
|
|
2020
Q1 | $540K | Buy |
11,720
+4,104
| +54% | +$189K | 0.11% | 118 |
|
|
2019
Q4 | $570K | Buy |
7,616
+7,503
| +6,640% | +$562K | 0.15% | 135 |
|
|
2019
Q3 | $9K | Buy |
113
+24
| +27% | +$1.91K | ﹤0.01% | 951 |
|
|
2019
Q2 | $8K | Buy |
+89
| New | +$8K | ﹤0.01% | 943 |
|