Dynamic Technology Lab’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,791
| Closed | -$1.61M | – | 1109 |
|
|
2024
Q4 | $1.61M | Buy |
5,791
+5
| +0.1% | +$1.39K | 0.26% | 79 |
|
|
2024
Q3 | $1.47M | Buy |
+5,786
| New | +$1.47M | 0.16% | 201 |
|
|
2024
Q2 | – | Sell |
-9,404
| Closed | -$1.81M | – | 1075 |
|
|
2024
Q1 | $1.81M | Buy |
+9,404
| New | +$1.81M | 0.19% | 137 |
|
|
2023
Q2 | – | Sell |
-4,428
| Closed | -$511K | – | 1108 |
|
|
2023
Q1 | $511K | Buy |
+4,428
| New | +$511K | 0.05% | 618 |
|
|
2022
Q3 | – | Sell |
-18,880
| Closed | -$1.77M | – | 1235 |
|
|
2022
Q2 | $1.77M | Sell |
18,880
-4,240
| -18% | -$397K | 0.2% | 130 |
|
|
2022
Q1 | $2.57M | Buy |
23,120
+18,250
| +375% | +$2.03M | 0.3% | 37 |
|
|
2021
Q4 | $662K | Sell |
4,870
-6,210
| -56% | -$844K | 0.07% | 464 |
|
|
2021
Q3 | $1.48M | Buy |
+11,080
| New | +$1.48M | 0.18% | 146 |
|
|
2021
Q2 | – | Sell |
-7,486
| Closed | -$986K | – | 1239 |
|
|
2021
Q1 | $986K | Buy |
+7,486
| New | +$986K | 0.11% | 259 |
|
|
2020
Q4 | – | Sell |
-4,626
| Closed | -$303K | – | 1089 |
|
|
2020
Q3 | $303K | Buy |
+4,626
| New | +$303K | 0.05% | 653 |
|
|
2020
Q2 | – | Sell |
-13,630
| Closed | -$628K | – | 1078 |
|
|
2020
Q1 | $628K | Sell |
13,630
-14,153
| -51% | -$652K | 0.12% | 279 |
|
|
2019
Q4 | $2.08M | Buy |
27,783
+14,821
| +114% | +$1.11M | 0.33% | 34 |
|
|
2019
Q3 | $1.04M | Buy |
+12,962
| New | +$1.04M | 0.18% | 145 |
|
|
2019
Q2 | – | Sell |
-5,801
| Closed | -$528K | – | 1056 |
|
|
2019
Q1 | $528K | Sell |
5,801
-4,462
| -43% | -$406K | 0.09% | 415 |
|
|
2018
Q4 | $735K | Buy |
+10,263
| New | +$735K | 0.13% | 255 |
|
|
2018
Q3 | – | Sell |
-9,646
| Closed | -$1.02M | – | 1114 |
|
|
2018
Q2 | $1.02M | Buy |
9,646
+3,201
| +50% | +$337K | 0.15% | 188 |
|
|
2018
Q1 | $562K | Sell |
6,445
-1,143
| -15% | -$99.7K | 0.08% | 435 |
|
|
2017
Q4 | $682K | Sell |
7,588
-5,787
| -43% | -$520K | 0.12% | 287 |
|
|
2017
Q3 | $1.07M | Buy |
+13,375
| New | +$1.07M | 0.17% | 140 |
|
|
2017
Q1 | – | Sell |
-13,533
| Closed | -$930K | – | 1039 |
|
|
2016
Q4 | $930K | Buy |
13,533
+3,048
| +29% | +$209K | 0.25% | 58 |
|
|
2016
Q3 | $540K | Buy |
10,485
+5,799
| +124% | +$299K | 0.14% | 204 |
|
|
2016
Q2 | $207K | Buy |
+4,686
| New | +$207K | 0.06% | 688 |
|
|
2016
Q1 | – | Sell |
-6,174
| Closed | -$334K | – | 993 |
|
|
2015
Q4 | $334K | Buy |
+6,174
| New | +$334K | 0.1% | 416 |
|
|
2015
Q2 | – | Sell |
-12,097
| Closed | -$625K | – | 794 |
|
|
2015
Q1 | $625K | Buy |
+12,097
| New | +$625K | 0.27% | 59 |
|
|
2014
Q3 | – | Sell |
-6,236
| Closed | -$359K | – | 701 |
|
|
2014
Q2 | $359K | Buy |
+6,236
| New | +$359K | 0.17% | 232 |
|