Donoghue Forlines’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 |
-3,549
| Closed | -$439K | – | 240 |
|
|
2023
Q2 | $439K | Buy |
+3,549
| New | +$439K | 0.14% | 149 |
|
|
2023
Q1 | – | Sell |
-8,571
| Closed | -$935K | – | 233 |
|
|
2022
Q4 | $935K | Buy |
8,571
+3,581
| +72% | +$391K | 0.33% | 101 |
|
|
2022
Q3 | $410K | Buy |
4,990
+406
| +9% | +$33.4K | 0.15% | 136 |
|
|
2022
Q2 | $429K | Sell |
4,584
-3,883
| -46% | -$363K | 0.11% | 247 |
|
|
2022
Q1 | $943K | Sell |
8,467
-12,234
| -59% | -$1.36M | 0.2% | 146 |
|
|
2021
Q4 | $2.81M | Sell |
20,701
-934
| -4% | -$127K | 0.48% | 36 |
|
|
2021
Q3 | $2.89M | Buy |
21,635
+9,243
| +75% | +$1.24M | 0.56% | 30 |
|
|
2021
Q2 | $1.74M | Sell |
12,392
-11,418
| -48% | -$1.61M | 0.33% | 76 |
|
|
2021
Q1 | $3.14M | Buy |
23,810
+8,740
| +58% | +$1.15M | 0.61% | 32 |
|
|
2020
Q4 | $1.65M | Buy |
+15,070
| New | +$1.65M | 0.32% | 51 |
|