Freedom Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,594
| Closed | -$210K | – | 886 |
|
|
2021
Q1 | $210K | Sell |
1,594
-484
| -23% | -$63.8K | 0.02% | 780 |
|
|
2020
Q4 | $228K | Buy |
+2,078
| New | +$228K | 0.03% | 542 |
|
|
2018
Q4 | – | Sell |
-4,881
| Closed | -$509K | – | 802 |
|
|
2018
Q3 | $509K | Buy |
4,881
+300
| +7% | +$31.3K | 0.03% | 507 |
|
|
2018
Q2 | $483K | Sell |
4,581
-435
| -9% | -$45.9K | 0.03% | 570 |
|
|
2018
Q1 | $437K | Hold |
5,016
| – | – | 0.02% | 688 |
|
|
2017
Q4 | $451K | Buy |
5,016
+668
| +15% | +$60.1K | 0.02% | 679 |
|
|
2017
Q3 | $349K | Buy |
+4,348
| New | +$349K | 0.02% | 767 |
|