Independent Portfolio Consultants’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $12K | Sell |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $58K | Hold |
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|
2016
Q3 | $44K | Sell |
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|
2016
Q2 | $51K | Sell |
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|
2016
Q1 | $61K | Sell |
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|
2015
Q4 | $74K | Hold |
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|
2015
Q3 | $69K | Sell |
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|
2015
Q2 | $76K | Sell |
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|
2015
Q1 | $73K | Sell |
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|
2014
Q4 | $76K | Sell |
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|
2014
Q3 | $347K | Sell |
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|
2014
Q2 | $447K | Buy |
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|
2014
Q1 | $408K | Buy |
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|
2013
Q4 | $413K | Sell |
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|
2013
Q3 | $365K | Buy |
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|
2013
Q2 | $282K | Buy |
|