DFPG Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $444K | Sell |
2,713
-62
| -2% | -$10.1K | 0.03% | 436 |
|
|
2023
Q3 | $380K | Sell |
2,775
-442
| -14% | -$60.6K | 0.04% | 415 |
|
|
2023
Q2 | $448K | Buy |
3,217
+415
| +15% | +$57.8K | 0.04% | 402 |
|
|
2023
Q1 | $323K | Buy |
2,802
+385
| +16% | +$44.4K | 0.03% | 419 |
|
|
2022
Q4 | $306K | Buy |
+2,417
| New | +$306K | 0.05% | 349 |
|