First Personal Financial Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-39
| Closed | -$3K | – | 603 |
|
|
2019
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 615 |
|
|
2018
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 608 |
|
|
2018
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 624 |
|
|
2018
Q2 | $4K | Sell |
39
-157
| -80% | -$16.1K | ﹤0.01% | 593 |
|
|
2018
Q1 | $17K | Hold |
196
| – | – | ﹤0.01% | 660 |
|
|
2017
Q4 | $18K | Buy |
196
+39
| +25% | +$3.58K | ﹤0.01% | 663 |
|
|
2017
Q3 | $13K | Buy |
157
+140
| +824% | +$11.6K | ﹤0.01% | 655 |
|
|
2017
Q2 | $1K | Sell |
17
-442
| -96% | -$26K | ﹤0.01% | 847 |
|
|
2017
Q1 | $36K | Sell |
459
-404
| -47% | -$31.7K | 0.01% | 459 |
|
|
2016
Q4 | $59K | Buy |
863
+846
| +4,976% | +$57.8K | 0.02% | 348 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 780 |
|
|
2016
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 788 |
|