Fieldpoint Private Securities’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $42K | Sell |
444
-74
| -14% | -$7K | 0.01% | 512 |
|
|
2022
Q1 | $58K | Buy |
518
+121
| +30% | +$13.5K | 0.01% | 550 |
|
|
2021
Q4 | $54K | Buy |
397
+13
| +3% | +$1.77K | 0.01% | 586 |
|
|
2021
Q3 | $51K | Hold |
384
| – | – | 0.01% | 573 |
|
|
2021
Q2 | $52K | Sell |
384
-148
| -28% | -$20K | 0.01% | 563 |
|
|
2021
Q1 | $70K | Buy |
532
+146
| +38% | +$19.2K | 0.02% | 478 |
|
|
2020
Q4 | $42K | Buy |
+386
| New | +$42K | 0.01% | 506 |
|
|
2020
Q1 | – | Sell |
-2,611
| Closed | -$195K | – | 347 |
|
|
2019
Q4 | $195K | Buy |
2,611
+1,503
| +136% | +$112K | 0.06% | 262 |
|
|
2019
Q3 | $89K | Buy |
1,108
+136
| +14% | +$10.9K | 0.03% | 308 |
|
|
2019
Q2 | $86K | Buy |
+972
| New | +$86K | 0.03% | 351 |
|
|
2017
Q4 | – | Sell |
-636
| Closed | -$51K | – | 442 |
|
|
2017
Q3 | $51K | Buy |
+636
| New | +$51K | 0.02% | 383 |
|