Independent Portfolio Consultants’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Sell |
175
-440
| -72% | -$30.2K | 0.01% | 679 |
|
|
2017
Q1 | $48K | Sell |
615
-235
| -28% | -$18.3K | 0.02% | 561 |
|
|
2016
Q4 | $58K | Hold |
850
| – | – | 0.02% | 528 |
|
|
2016
Q3 | $44K | Sell |
850
-315
| -27% | -$16.3K | 0.01% | 565 |
|
|
2016
Q2 | $51K | Sell |
1,165
-15
| -1% | -$657 | 0.02% | 543 |
|
|
2016
Q1 | $61K | Sell |
1,180
-195
| -14% | -$10.1K | 0.02% | 546 |
|
|
2015
Q4 | $74K | Hold |
1,375
| – | – | 0.02% | 522 |
|
|
2015
Q3 | $69K | Sell |
1,375
-40
| -3% | -$2.01K | 0.02% | 535 |
|
|
2015
Q2 | $76K | Sell |
1,415
-5
| -0.4% | -$269 | 0.02% | 551 |
|
|
2015
Q1 | $73K | Sell |
1,420
-35
| -2% | -$1.8K | 0.01% | 546 |
|
|
2014
Q4 | $76K | Sell |
1,455
-5,920
| -80% | -$309K | 0.02% | 564 |
|
|
2014
Q3 | $347K | Sell |
7,375
-375
| -5% | -$17.6K | 0.09% | 362 |
|
|
2014
Q2 | $447K | Buy |
7,750
+350
| +5% | +$20.2K | 0.13% | 268 |
|
|
2014
Q1 | $408K | Buy |
7,400
+490
| +7% | +$27K | 0.13% | 299 |
|
|
2013
Q4 | $413K | Sell |
6,910
-510
| -7% | -$30.5K | 0.14% | 297 |
|
|
2013
Q3 | $365K | Buy |
7,420
+240
| +3% | +$11.8K | 0.15% | 303 |
|
|
2013
Q2 | $282K | Buy |
+7,180
| New | +$282K | 0.13% | 348 |
|