IndexIQ Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,206
| Closed | -$436K | – | 1377 |
|
|
2021
Q4 | $436K | Sell |
3,206
-207
| -6% | -$28.2K | 0.01% | 700 |
|
|
2021
Q3 | $456K | Buy |
3,413
+342
| +11% | +$45.7K | 0.02% | 658 |
|
|
2021
Q2 | $432K | Buy |
3,071
+15
| +0.5% | +$2.11K | 0.01% | 583 |
|
|
2021
Q1 | $403K | Buy |
+3,056
| New | +$403K | 0.01% | 619 |
|
|
2019
Q1 | – | Sell |
-24,096
| Closed | -$1.72M | – | 606 |
|
|
2018
Q4 | $1.72M | Sell |
24,096
-1,973
| -8% | -$141K | 0.05% | 282 |
|
|
2018
Q3 | $2.62M | Buy |
26,069
+986
| +4% | +$99.1K | 0.08% | 208 |
|
|
2018
Q2 | $2.65M | Buy |
25,083
+1,289
| +5% | +$136K | 0.08% | 203 |
|
|
2018
Q1 | $2.08M | Buy |
23,794
+5,706
| +32% | +$498K | 0.07% | 196 |
|
|
2017
Q4 | $1.63M | Buy |
18,088
+6,962
| +63% | +$627K | 0.06% | 208 |
|
|
2017
Q3 | $893K | Buy |
11,126
+5,044
| +83% | +$405K | 0.04% | 302 |
|
|
2017
Q2 | $429K | Buy |
+6,082
| New | +$429K | 0.02% | 393 |
|