Csenge Advisory Group’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,171
| Closed | -$200K | – | 715 |
|
|
2023
Q4 | $200K | Buy |
+1,171
| New | +$200K | 0.01% | 626 |
|
|
2023
Q3 | – | Sell |
-1,642
| Closed | -$203K | – | 651 |
|
|
2023
Q2 | $203K | Buy |
+1,642
| New | +$203K | 0.01% | 612 |
|
|
2022
Q1 | – | Sell |
-1,818
| Closed | -$258K | – | 641 |
|
|
2021
Q4 | $258K | Buy |
1,818
+29
| +2% | +$4.12K | 0.02% | 480 |
|
|
2021
Q3 | $247K | Sell |
1,789
-29
| -2% | -$4K | 0.02% | 507 |
|
|
2021
Q2 | $258K | Buy |
1,818
+70
| +4% | +$9.93K | 0.02% | 482 |
|
|
2021
Q1 | $230K | Sell |
1,748
-771
| -31% | -$101K | 0.02% | 449 |
|
|
2020
Q4 | $276K | Buy |
+2,519
| New | +$276K | 0.03% | 350 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 588 |
|
|
2018
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1199 |
|