Global Wealth Management Investment Advisory’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 496 |
|
|
2020
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 620 |
|
|
2020
Q1 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 610 |
|
|
2019
Q4 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 548 |
|
|
2019
Q3 | $0 | Sell |
5
-33
| -87% | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 493 |
|