Howe & Rusling’s Everbank Financial Corp EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-235
| Closed | -$5K | – | 1088 |
|
|
2017
Q1 | $5K | Sell |
235
-30
| -11% | -$638 | ﹤0.01% | 691 |
|
|
2016
Q4 | $5K | Hold |
265
| – | – | ﹤0.01% | 700 |
|
|
2016
Q3 | $5K | Hold |
265
| – | – | ﹤0.01% | 695 |
|
|
2016
Q2 | $4K | Hold |
265
| – | – | ﹤0.01% | 721 |
|
|
2016
Q1 | $4K | Buy |
265
+65
| +33% | +$981 | ﹤0.01% | 749 |
|
|
2015
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 788 |
|
|
2015
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 712 |
|
|
2015
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
|
2015
Q1 | $4K | Buy |
200
+40
| +25% | +$800 | ﹤0.01% | 684 |
|
|
2014
Q4 | $3K | Buy |
160
+35
| +28% | +$656 | ﹤0.01% | 738 |
|
|
2014
Q3 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 785 |
|