D.A. Davidson & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,006
| Closed | -$268K | – | 1281 |
|
|
2021
Q3 | $268K | Buy |
2,006
+29
| +1% | +$3.94K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $278K | Sell |
1,977
-12
| -0.6% | -$1.68K | ﹤0.01% | 1021 |
|
|
2021
Q1 | $262K | Sell |
1,989
-5,535
| -74% | -$676K | ﹤0.01% | 1002 |
|
|
2020
Q4 | $825K | Sell |
7,524
-400
| -5% | -$35.6K | 0.01% | 556 |
|
|
2020
Q3 | $519K | Buy |
+7,924
| New | +$481K | 0.01% | 602 |
|
|
2017
Q1 | – | Sell |
-802
| Closed | -$55K | – | 2373 |
|
|
2016
Q4 | $55K | Sell |
802
-17
| -2% | -$1.04K | ﹤0.01% | 1557 |
|
|
2016
Q3 | $42K | Hold |
819
| – | – | ﹤0.01% | 1594 |
|
|
2016
Q2 | $36K | Sell |
819
-40
| -5% | -$1.99K | ﹤0.01% | 1535 |
|
|
2016
Q1 | $44K | Buy |
859
+4
| +0.5% | +$191 | ﹤0.01% | 1434 |
|
|
2015
Q4 | $46K | Sell |
855
-104
| -11% | -$5.62K | ﹤0.01% | 1423 |
|
|
2015
Q3 | $48K | Hold |
959
| – | – | ﹤0.01% | 1385 |
|
|
2015
Q2 | $51K | Sell |
959
-189
| -16% | -$9.64K | ﹤0.01% | 1426 |
|
|
2015
Q1 | $59K | Sell |
1,148
-291
| -20% | -$14.8K | ﹤0.01% | 1371 |
|
|
2014
Q4 | $75K | Sell |
1,439
-13
| -0.9% | -$651 | ﹤0.01% | 1265 |
|
|
2014
Q3 | $68K | Sell |
1,452
-345
| -19% | -$17.9K | ﹤0.01% | 1284 |
|
|
2014
Q2 | $103K | Sell |
1,797
-105
| -6% | -$5.76K | ﹤0.01% | 1126 |
|
|
2014
Q1 | $105K | Sell |
1,902
-294
| -13% | -$16.8K | ﹤0.01% | 1118 |
|
|
2013
Q4 | $131K | Sell |
2,196
-283
| -11% | -$15.1K | ﹤0.01% | 978 |
|
|
2013
Q3 | $122K | Sell |
2,479
-1,123
| -31% | -$51.7K | 0.01% | 838 |
|
|
2013
Q2 | $141K | Buy |
+3,602
| New | +$140K | 0.01% | 766 |
|
Other funds holding EVR
