J.M. Hartwell’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-4,175
| Closed | -$241K | – | 99 |
|
|
2014
Q2 | $241K | Hold |
4,175
| – | – | 0.05% | 96 |
|
|
2014
Q1 | $231K | Buy |
4,175
+175
| +4% | +$9.68K | 0.05% | 89 |
|
|
2013
Q4 | $239K | Sell |
4,000
-2,175
| -35% | -$130K | 0.05% | 89 |
|
|
2013
Q3 | $304K | Buy |
+6,175
| New | +$304K | 0.07% | 90 |
|