DWA
Dorsey Wright & Associates’s Evercore EVR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $414K | Sell |
1,534
-33,393
| -96% | -$9.01M | 0.1% | 109 |
|
2025
Q1 | $6.98M | Sell |
34,927
-8,895
| -20% | -$1.78M | 1.78% | 10 |
|
2024
Q4 | $12.1M | Buy |
43,822
+599
| +1% | +$166K | 2.9% | 3 |
|
2024
Q3 | $11M | Buy |
43,223
+13,707
| +46% | +$3.47M | 2.59% | 3 |
|
2024
Q2 | $6.15M | Buy |
29,516
+375
| +1% | +$78.2K | 1.6% | 12 |
|
2024
Q1 | $5.61M | Buy |
+29,141
| New | +$5.61M | 1.46% | 14 |
|
2021
Q3 | – | Sell |
-17,820
| Closed | -$2.51M | – | 296 |
|
2021
Q2 | $2.51M | Buy |
17,820
+233
| +1% | +$32.8K | 0.53% | 90 |
|
2021
Q1 | $2.32K | Sell |
17,587
-805
| -4% | -$106 | 0.03% | 240 |
|
2020
Q4 | $2.02M | Buy |
+18,392
| New | +$2.02M | 0.3% | 100 |
|