Gideon Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,718
| Closed | -$603K | – | 392 |
|
|
2018
Q2 | $603K | Buy |
+5,718
| New | +$603K | 0.3% | 97 |
|
|
2017
Q3 | – | Sell |
-3,723
| Closed | -$262K | – | 304 |
|
|
2017
Q2 | $262K | Sell |
3,723
-872
| -19% | -$61.4K | 0.29% | 157 |
|
|
2017
Q1 | $358K | Buy |
+4,595
| New | +$358K | 0.21% | 188 |
|
|
2014
Q4 | – | Sell |
-6,771
| Closed | -$318K | – | 235 |
|
|
2014
Q3 | $318K | Buy |
+6,771
| New | +$318K | 0.12% | 202 |
|