Evergreen Capital Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
448
-24
| -5% | -$13.8K | 0.01% | 866 |
|
|
2025
Q1 | $267K | Buy |
472
+35
| +8% | +$19.8K | 0.01% | 821 |
|
|
2024
Q4 | $262K | Hold |
437
| – | – | 0.01% | 810 |
|
|
2024
Q3 | $255K | Buy |
+437
| New | +$255K | 0.01% | 797 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$201K | – | 640 |
|
|
2022
Q1 | $201K | Buy |
+400
| New | +$201K | 0.01% | 616 |
|