Ergoteles’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,727
| Closed | -$1.82M | – | 311 |
|
|
2023
Q2 | $1.82M | Sell |
14,727
-50,552
| -77% | -$6.25M | 0.09% | 301 |
|
|
2023
Q1 | $7.53M | Buy |
65,279
+60,959
| +1,411% | +$7.03M | 0.29% | 57 |
|
|
2022
Q4 | $471K | Sell |
4,320
-36,770
| -89% | -$4.01M | 0.02% | 723 |
|
|
2022
Q3 | $3.38M | Buy |
41,090
+37,730
| +1,123% | +$3.1M | 0.12% | 179 |
|
|
2022
Q2 | $315K | Buy |
3,360
+661
| +24% | +$62K | 0.01% | 1081 |
|
|
2022
Q1 | $300K | Buy |
+2,699
| New | +$300K | 0.01% | 838 |
|
|
2021
Q4 | – | Sell |
-4,950
| Closed | -$662K | – | 1332 |
|
|
2021
Q3 | $662K | Buy |
+4,950
| New | +$662K | 0.02% | 487 |
|