Disciplined Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$989 | – | 567 |
|
|
2023
Q2 | $989 | Sell |
8
-1
| -11% | -$124 | ﹤0.01% | 966 |
|
|
2023
Q1 | $1.04K | Hold |
9
| – | – | ﹤0.01% | 935 |
|
|
2022
Q4 | $982 | Hold |
9
| – | – | ﹤0.01% | 912 |
|
|
2022
Q3 | $1K | Buy |
9
+4
| +80% | +$444 | ﹤0.01% | 881 |
|
|
2022
Q2 | $0 | Sell |
5
-1
| -17% | – | ﹤0.01% | 1367 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 955 |
|