FinTrust Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-285
| Closed | -$31.1K | – | 1250 |
|
|
2023
Q2 | $31.1K | Hold |
285
| – | – | 0.01% | 540 |
|
|
2023
Q1 | $31.1K | Hold |
285
| – | – | 0.01% | 540 |
|
|
2022
Q4 | $31.1K | Hold |
285
| – | – | 0.01% | 540 |
|
|
2022
Q3 | $26K | Buy |
285
+16
| +6% | +$1.46K | 0.01% | 661 |
|
|
2022
Q2 | $26K | Buy |
269
+45
| +20% | +$4.35K | 0.01% | 662 |
|
|
2022
Q1 | $25K | Hold |
224
| – | – | 0.01% | 705 |
|
|
2021
Q4 | $30K | Hold |
224
| – | – | 0.01% | 632 |
|
|
2021
Q3 | $30K | Hold |
224
| – | – | 0.01% | 634 |
|
|
2021
Q2 | $32K | Hold |
224
| – | – | 0.01% | 631 |
|
|
2021
Q1 | $30K | Sell |
224
-76
| -25% | -$10.2K | 0.01% | 612 |
|
|
2020
Q4 | $33K | Sell |
300
-93
| -24% | -$10.2K | 0.01% | 554 |
|
|
2020
Q3 | $26 | Sell |
393
-508
| -56% | -$34 | 0.01% | 593 |
|
|
2020
Q2 | $53K | Buy |
901
+152
| +20% | +$8.94K | 0.02% | 469 |
|
|
2020
Q1 | $34K | Buy |
749
+579
| +341% | +$26.3K | 0.02% | 509 |
|
|
2019
Q4 | $13K | Sell |
170
-441
| -72% | -$33.7K | 0.01% | 696 |
|
|
2019
Q3 | $49K | Buy |
611
+45
| +8% | +$3.61K | 0.02% | 434 |
|
|
2019
Q2 | $50K | Sell |
566
-759
| -57% | -$67K | 0.02% | 412 |
|
|
2019
Q1 | $120K | Buy |
1,325
+1,207
| +1,023% | +$109K | 0.05% | 251 |
|
|
2018
Q4 | $8K | Buy |
+118
| New | +$8K | ﹤0.01% | 813 |
|