ECM
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Evergreen Capital Management’s Thomson Reuters TRI Stock Holding History

Evergreen Capital Management’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338K Sell
3,693
-1,961
-35% -$207K 0.01% 1037
2025
Q4 		$757K Buy
5,654
+99
+2% +$14.3K 0.02% 551
2025
Q3 		$876K Sell
5,555
-77
-1% -$14.4K 0.02% 439
2025
Q2 		$1.15M Buy
5,632
+43
+0.8% +$8.19K 0.03% 339
2025
Q1 		$981K Hold
5,589
– – 0.03% 336
2024
Q4 		$910K Buy
5,589
+111
+2% +$18.7K 0.03% 356
2024
Q3 		$949K Buy
5,478
+39
+0.7% +$6.58K 0.03% 334
2024
Q2 		$931K Buy
5,439
+38
+0.7% +$6.3K 0.03% 319
2024
Q1 		$855K Buy
5,401
+13
+0.2% +$2.02K 0.03% 316
2023
Q4 		$800K Buy
5,388
+1,458
+37% +$197K 0.03% 314
2023
Q3 		$488K Sell
3,930
-97
-2% -$12.8K 0.02% 403
2023
Q2 		$552K Buy
4,027
+26
+0.6% +$3.49K 0.02% 373
2023
Q1 		$549K Buy
4,001
+70
+2% +$8.93K 0.02% 364
2022
Q4 		$472K Buy
3,931
+421
+12% +$48.5K 0.02% 379
2022
Q3 		$379K Buy
3,510
+436
+14% +$50.5K 0.02% 397
2022
Q2 		$337K Buy
3,074
+95
+3% +$10.1K 0.02% 397
2022
Q1 		$342K Buy
2,979
+187
+7% +$20.9K 0.01% 451
2021
Q4 		$352K Buy
2,792
+114
+4% +$14.2K 0.01% 435
2021
Q3 		$312K Buy
2,678
+509
+23% +$59.3K 0.01% 427
2021
Q2 		$227K Buy
+2,169
New +$217K 0.01% 478

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