Icon Wealth Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-152
| Closed | -$14K | – | 347 |
|
|
2019
Q1 | $14K | Buy |
+152
| New | +$14K | 0.01% | 623 |
|
|
2018
Q3 | – | Sell |
-122
| Closed | -$13K | – | 403 |
|
|
2018
Q2 | $13K | Buy |
+122
| New | +$13K | 0.01% | 658 |
|
|
2018
Q1 | – | Sell |
-115
| Closed | -$10K | – | 402 |
|
|
2017
Q4 | $10K | Buy |
+115
| New | +$10K | 0.01% | 702 |
|