Denver Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.04M | Sell |
11,961
-3,110
| -21% | -$271K | 0.06% | 227 |
|
|
2017
Q4 | $1.36M | Sell |
15,071
-680
| -4% | -$61.2K | 0.07% | 203 |
|
|
2017
Q3 | $1.26M | Buy |
15,751
+230
| +1% | +$18.5K | 0.06% | 215 |
|
|
2017
Q2 | $1.09M | Buy |
15,521
+910
| +6% | +$64.1K | 0.05% | 232 |
|
|
2017
Q1 | $1.14M | Sell |
14,611
-650
| -4% | -$50.6K | 0.05% | 227 |
|
|
2016
Q4 | $1.05M | Buy |
+15,261
| New | +$1.05M | 0.04% | 236 |
|
|
2016
Q2 | – | Sell |
-5,416
| Closed | -$280K | – | 465 |
|
|
2016
Q1 | $280K | Buy |
5,416
+253
| +5% | +$13.1K | 0.01% | 383 |
|
|
2015
Q4 | $279K | Buy |
5,163
+60
| +1% | +$3.24K | 0.01% | 405 |
|
|
2015
Q3 | $256K | Buy |
+5,103
| New | +$256K | 0.01% | 420 |
|
|
2015
Q2 | – | Sell |
-73,134
| Closed | -$3.78M | – | 569 |
|
|
2015
Q1 | $3.78M | Buy |
73,134
+3,430
| +5% | +$177K | 0.12% | 187 |
|
|
2014
Q4 | $3.65M | Buy |
69,704
+842
| +1% | +$44.1K | 0.12% | 192 |
|
|
2014
Q3 | $3.24M | Sell |
68,862
-600
| -0.9% | -$28.2K | 0.11% | 208 |
|
|
2014
Q2 | $4M | Buy |
69,462
+20,479
| +42% | +$1.18M | 0.12% | 193 |
|
|
2014
Q1 | $2.71M | Buy |
48,983
+12,158
| +33% | +$672K | 0.08% | 268 |
|
|
2013
Q4 | $2.2K | Buy |
+36,825
| New | +$2.2K | 0.06% | 299 |
|