Invictus RG’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,537
| Closed | -$308K | – | 244 |
|
|
2018
Q1 | $308K | Buy |
+3,537
| New | +$308K | 0.21% | 137 |
|
|
2017
Q2 | – | Sell |
-1,044
| Closed | -$81K | – | 686 |
|
|
2017
Q1 | $81K | Buy |
+1,044
| New | +$81K | 0.05% | 468 |
|
|
2016
Q4 | – | Sell |
-699
| Closed | -$36K | – | 672 |
|
|
2016
Q3 | $36K | Buy |
+699
| New | +$36K | 0.03% | 487 |
|