DGS Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.76M | Sell |
6,350
-47
| -0.7% | -$13K | 0.44% | 38 |
|
|
2024
Q3 | $1.62M | Buy |
6,397
+79
| +1% | +$20K | 0.44% | 35 |
|
|
2024
Q2 | $1.32M | Buy |
6,318
+83
| +1% | +$17.3K | 0.37% | 40 |
|
|
2024
Q1 | $1.2M | Buy |
6,235
+85
| +1% | +$16.4K | 0.34% | 48 |
|
|
2023
Q4 | $1.05M | Sell |
6,150
-15
| -0.2% | -$2.57K | 0.4% | 42 |
|
|
2023
Q3 | $850K | Buy |
6,165
+152
| +3% | +$21K | 0.42% | 51 |
|
|
2023
Q2 | $743K | Buy |
6,013
+233
| +4% | +$28.8K | 0.37% | 59 |
|
|
2023
Q1 | $667K | Sell |
5,780
-71
| -1% | -$8.19K | 0.37% | 57 |
|
|
2022
Q4 | $638K | Buy |
5,851
+1,611
| +38% | +$176K | 0.42% | 52 |
|
|
2022
Q3 | $349K | Sell |
4,240
-282
| -6% | -$23.2K | 0.23% | 97 |
|
|
2022
Q2 | $423K | Buy |
4,522
+1,916
| +74% | +$179K | 0.34% | 66 |
|
|
2022
Q1 | $290K | Buy |
+2,606
| New | +$290K | 0.18% | 121 |
|