FineMark National Bank & Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-47
| Closed | -$3K | – | 1393 |
|
|
2015
Q3 | $3K | Buy |
47
+21
| +81% | +$1.34K | ﹤0.01% | 1168 |
|
|
2015
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1329 |
|
|
2015
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1316 |
|
|
2014
Q4 | – | Sell |
-441
| Closed | -$21K | – | 1416 |
|
|
2014
Q3 | $21K | Hold |
441
| – | – | ﹤0.01% | 875 |
|
|
2014
Q2 | $25K | Hold |
441
| – | – | ﹤0.01% | 840 |
|
|
2014
Q1 | $24K | Hold |
441
| – | – | ﹤0.01% | 836 |
|
|
2013
Q4 | $26K | Hold |
441
| – | – | 0.01% | 745 |
|
|
2013
Q3 | $22K | Hold |
441
| – | – | 0.01% | 769 |
|
|
2013
Q2 | $17K | Buy |
+441
| New | +$17K | 0.01% | 838 |
|