Interval Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 312 |
|
|
2025
Q1 | – | Sell |
-7,963
| Closed | -$2.21M | – | 289 |
|
|
2024
Q4 | $2.21M | Buy |
+7,963
| New | +$2.21M | 0.04% | 196 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 276 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 284 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 218 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 214 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 214 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 217 |
|
|
2023
Q1 | – | Sell |
-23,413
| Closed | -$2.55M | – | 219 |
|
|
2022
Q4 | $2.55M | Sell |
23,413
-35,830
| -60% | -$3.91M | 0.15% | 112 |
|
|
2022
Q3 | $4.87M | Buy |
59,243
+39,248
| +196% | +$3.23M | 0.22% | 101 |
|
|
2022
Q2 | $1.87M | Buy |
19,995
+3,706
| +23% | +$347K | 0.1% | 127 |
|
|
2022
Q1 | $1.81M | Buy |
+16,289
| New | +$1.81M | 0.09% | 132 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 211 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 226 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 215 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 195 |
|
|
2020
Q4 | – | Sell |
-64,257
| Closed | -$4.21M | – | 199 |
|
|
2020
Q3 | $4.21M | Buy |
64,257
+49,257
| +328% | +$3.22M | 0.24% | 82 |
|
|
2020
Q2 | $884K | Sell |
15,000
-3,108
| -17% | -$183K | 0.06% | 126 |
|
|
2020
Q1 | $834K | Sell |
18,108
-85,332
| -82% | -$3.93M | 0.06% | 113 |
|
|
2019
Q4 | $7.73M | Buy |
103,440
+55,392
| +115% | +$4.14M | 0.28% | 82 |
|
|
2019
Q3 | $3.85M | Buy |
+48,048
| New | +$3.85M | 0.15% | 111 |
|
|
2019
Q2 | – | Sell |
-7,392
| Closed | -$673K | – | 166 |
|
|
2019
Q1 | $673K | Sell |
7,392
-88,826
| -92% | -$8.09M | 0.03% | 139 |
|
|
2018
Q4 | $6.89M | Buy |
+96,218
| New | +$6.89M | 0.37% | 57 |
|