ETrade Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.24M | Buy |
18,901
+15,239
| +416% | +$997K | 0.02% | 320 |
|
|
2020
Q2 | $216K | Buy |
+3,662
| New | +$216K | ﹤0.01% | 755 |
|
|
2019
Q4 | – | Sell |
-2,986
| Closed | -$239K | – | 804 |
|
|
2019
Q3 | $239K | Sell |
2,986
-65
| -2% | -$5.2K | 0.01% | 732 |
|
|
2019
Q2 | $270K | Sell |
3,051
-247
| -7% | -$21.9K | 0.01% | 704 |
|
|
2019
Q1 | $300K | Buy |
+3,298
| New | +$300K | 0.01% | 669 |
|
|
2018
Q3 | – | Sell |
-3,091
| Closed | -$326K | – | 821 |
|
|
2018
Q2 | $326K | Buy |
3,091
+163
| +6% | +$17.2K | 0.01% | 631 |
|
|
2018
Q1 | $255K | Sell |
2,928
-344
| -11% | -$30K | 0.01% | 668 |
|
|
2017
Q4 | $294K | Buy |
3,272
+96
| +3% | +$8.63K | 0.01% | 631 |
|
|
2017
Q3 | $255K | Buy |
3,176
+168
| +6% | +$13.5K | 0.01% | 613 |
|
|
2017
Q2 | $212K | Buy |
3,008
+143
| +5% | +$10.1K | 0.01% | 652 |
|
|
2017
Q1 | $223K | Buy |
+2,865
| New | +$223K | 0.01% | 595 |
|