Duality Advisers’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,884
| Closed | -$217K | – | 569 |
|
|
2023
Q1 | $217K | Sell |
1,884
-590
| -24% | -$68.1K | 0.02% | 507 |
|
|
2022
Q4 | $270K | Sell |
2,474
-21,407
| -90% | -$2.34M | 0.03% | 531 |
|
|
2022
Q3 | $1.96M | Buy |
23,881
+2,917
| +14% | +$240K | 0.21% | 184 |
|
|
2022
Q2 | $1.96M | Buy |
+20,964
| New | +$1.96M | 0.19% | 197 |
|
|
2022
Q1 | – | Sell |
-33,020
| Closed | -$4.49M | – | 691 |
|
|
2021
Q4 | $4.49M | Buy |
+33,020
| New | +$4.49M | 0.49% | 46 |
|
|
2021
Q3 | – | Sell |
-21,888
| Closed | -$3.08M | – | 593 |
|
|
2021
Q2 | $3.08M | Buy |
+21,888
| New | +$3.08M | 0.27% | 119 |
|
|
2020
Q4 | – | Sell |
-7,940
| Closed | -$520K | – | 604 |
|
|
2020
Q3 | $520K | Sell |
7,940
-3,843
| -33% | -$252K | 0.03% | 464 |
|
|
2020
Q2 | $694K | Buy |
+11,783
| New | +$694K | 0.06% | 283 |
|