H2O AM’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 |
-19,852
| Closed | -$1.17M | – | 100 |
|
|
2020
Q2 | $1.17M | Sell |
19,852
-24,846
| -56% | -$1.46M | 1.24% | 26 |
|
|
2020
Q1 | $2.06M | Sell |
44,698
-48,822
| -52% | -$2.25M | 1.63% | 18 |
|
|
2019
Q4 | $6.99M | Sell |
93,520
-27,176
| -23% | -$2.03M | 1.66% | 24 |
|
|
2019
Q3 | $9.67M | Sell |
120,696
-43,136
| -26% | -$3.45M | 1.66% | 25 |
|
|
2019
Q2 | $14.5M | Buy |
163,832
+32,155
| +24% | +$2.84M | 1.21% | 36 |
|
|
2019
Q1 | $12M | Buy |
+131,677
| New | +$12M | 1.5% | 20 |
|