FDx Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,741
| Closed | -$245K | – | 819 |
|
|
2021
Q2 | $245K | Buy |
1,741
+43
| +3% | +$6.05K | 0.01% | 717 |
|
|
2021
Q1 | $224K | Buy |
+1,698
| New | +$224K | 0.01% | 710 |
|
|
2019
Q4 | – | Sell |
-2,674
| Closed | -$214K | – | 625 |
|
|
2019
Q3 | $214K | Sell |
2,674
-92
| -3% | -$7.36K | 0.01% | 584 |
|
|
2019
Q2 | $245K | Buy |
2,766
+29
| +1% | +$2.57K | 0.01% | 700 |
|
|
2019
Q1 | $249K | Buy |
+2,737
| New | +$249K | 0.01% | 662 |
|
|
2018
Q4 | – | Sell |
-2,927
| Closed | -$294K | – | 615 |
|
|
2018
Q3 | $294K | Buy |
+2,927
| New | +$294K | 0.01% | 699 |
|
|
2018
Q2 | – | Sell |
-5,912
| Closed | -$516K | – | 922 |
|
|
2018
Q1 | $516K | Sell |
5,912
-2,465
| -29% | -$215K | 0.02% | 739 |
|
|
2017
Q4 | $754K | Sell |
8,377
-46
| -0.5% | -$4.14K | 0.02% | 639 |
|
|
2017
Q3 | $676K | Sell |
8,423
-379
| -4% | -$30.4K | 0.02% | 668 |
|
|
2017
Q2 | $621K | Sell |
8,802
-470
| -5% | -$33.2K | 0.02% | 695 |
|
|
2017
Q1 | $722K | Sell |
9,272
-890
| -9% | -$69.3K | 0.02% | 637 |
|
|
2016
Q4 | $698K | Buy |
10,162
+48
| +0.5% | +$3.3K | 0.02% | 643 |
|
|
2016
Q3 | $521K | Sell |
10,114
-2,973
| -23% | -$153K | 0.02% | 605 |
|
|
2016
Q2 | $578K | Sell |
13,087
-2,697
| -17% | -$119K | 0.03% | 549 |
|
|
2016
Q1 | $817K | Buy |
15,784
+2,324
| +17% | +$120K | 0.04% | 432 |
|
|
2015
Q4 | $728K | Buy |
13,460
+2,877
| +27% | +$156K | 0.03% | 447 |
|
|
2015
Q3 | $532K | Sell |
10,583
-703
| -6% | -$35.3K | 0.05% | 425 |
|
|
2015
Q2 | $609K | Buy |
11,286
+2,086
| +23% | +$113K | 0.03% | 506 |
|
|
2015
Q1 | $476K | Buy |
9,200
+1,295
| +16% | +$67K | 0.01% | 970 |
|
|
2014
Q4 | $414K | Sell |
7,905
-1,908
| -19% | -$99.9K | 0.03% | 610 |
|
|
2014
Q3 | $461K | Buy |
9,813
+1,682
| +21% | +$79K | 0.03% | 618 |
|
|
2014
Q2 | $469K | Buy |
8,131
+259
| +3% | +$14.9K | 0.03% | 605 |
|
|
2014
Q1 | $435K | Buy |
7,872
+374
| +5% | +$20.7K | 0.04% | 479 |
|
|
2013
Q4 | $448K | Buy |
+7,498
| New | +$448K | 0.04% | 394 |
|