Horizon Investment Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-35,938
| Closed | -$3.61M | – | 89 |
|
|
2018
Q3 | $3.61M | Sell |
35,938
-2,682
| -7% | -$270K | 1.89% | 24 |
|
|
2018
Q2 | $4.07M | Sell |
38,620
-11,714
| -23% | -$1.24M | 2.02% | 24 |
|
|
2018
Q1 | $4.39M | Sell |
50,334
-1,622
| -3% | -$141K | 1.98% | 24 |
|
|
2017
Q4 | $4.68M | Buy |
51,956
+3,107
| +6% | +$280K | 1.93% | 24 |
|
|
2017
Q3 | $3.92M | Buy |
48,849
+42
| +0.1% | +$3.37K | 1.66% | 27 |
|
|
2017
Q2 | $3.44M | Buy |
48,807
+2,032
| +4% | +$143K | 1.54% | 27 |
|
|
2017
Q1 | $3.64M | Buy |
46,775
+40,359
| +629% | +$3.14M | 1.63% | 28 |
|
|
2016
Q4 | $441K | Buy |
+6,416
| New | +$441K | 0.21% | 75 |
|