Elkfork Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $1.39M | Hold |
17,340
| – | – | 0.03% | 321 |
|
2019
Q2 | $1.54M | Buy |
17,340
+9,792
| +130% | +$867K | 0.04% | 311 |
|
2019
Q1 | $687K | Sell |
7,548
-9,758
| -56% | -$888K | 0.02% | 475 |
|
2018
Q4 | $1.24M | Sell |
17,306
-2,890
| -14% | -$207K | 0.03% | 321 |
|
2018
Q3 | $2.03M | Buy |
20,196
+14,688
| +267% | +$1.48M | 0.05% | 268 |
|
2018
Q2 | $581K | Hold |
5,508
| – | – | 0.02% | 486 |
|
2018
Q1 | $480K | Hold |
5,508
| – | – | 0.01% | 537 |
|
2017
Q4 | $496K | Buy |
5,508
+544
| +11% | +$49K | 0.01% | 536 |
|
2017
Q3 | $398K | Buy |
4,964
+986
| +25% | +$79.1K | 0.01% | 550 |
|
2017
Q2 | $280K | Buy |
3,978
+1,734
| +77% | +$122K | 0.01% | 611 |
|
2017
Q1 | $175K | Buy |
2,244
+68
| +3% | +$5.3K | 0.01% | 617 |
|
2016
Q4 | $150K | Buy |
+2,176
| New | +$150K | ﹤0.01% | 633 |
|