DZ Bank’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-346
| Closed | -$66.6K | – | 1102 |
|
|
2024
Q1 | $66.6K | Sell |
346
-652
| -65% | -$126K | ﹤0.01% | 986 |
|
|
2023
Q4 | $171K | Hold |
998
| – | – | ﹤0.01% | 856 |
|
|
2023
Q3 | $138K | Sell |
998
-2,066
| -67% | -$285K | ﹤0.01% | 881 |
|
|
2023
Q2 | $379K | Buy |
+3,064
| New | +$379K | ﹤0.01% | 785 |
|
|
2022
Q4 | – | Sell |
-11,413
| Closed | -$938K | – | 1132 |
|
|
2022
Q3 | $938K | Buy |
+11,413
| New | +$938K | ﹤0.01% | 681 |
|
|
2019
Q1 | – | Sell |
-1,362
| Closed | -$96K | – | 741 |
|
|
2018
Q4 | $96K | Hold |
1,362
| – | – | ﹤0.01% | 690 |
|
|
2018
Q3 | $136K | Hold |
1,362
| – | – | ﹤0.01% | 687 |
|
|
2018
Q2 | $143K | Hold |
1,362
| – | – | ﹤0.01% | 750 |
|
|
2018
Q1 | $118K | Hold |
1,362
| – | – | ﹤0.01% | 970 |
|
|
2017
Q4 | $122K | Buy |
+1,362
| New | +$122K | ﹤0.01% | 732 |
|
|
2017
Q3 | – | Sell |
-1,064
| Closed | -$75K | – | 848 |
|
|
2017
Q2 | $75K | Sell |
1,064
-7,236
| -87% | -$510K | ﹤0.01% | 793 |
|
|
2017
Q1 | $647K | Hold |
8,300
| – | – | ﹤0.01% | 588 |
|
|
2016
Q4 | $570K | Buy |
+8,300
| New | +$570K | ﹤0.01% | 594 |
|