Jacobi Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-202
| Closed | -$20K | – | 975 |
|
|
2018
Q3 | $20K | Sell |
202
-128
| -39% | -$12.7K | 0.01% | 579 |
|
|
2018
Q2 | $35K | Buy |
330
+2
| +0.6% | +$212 | 0.01% | 474 |
|
|
2018
Q1 | $29K | Buy |
328
+1
| +0.3% | +$88 | 0.01% | 484 |
|
|
2017
Q4 | $30K | Buy |
327
+1
| +0.3% | +$92 | 0.01% | 466 |
|
|
2017
Q3 | $25K | Buy |
326
+2
| +0.6% | +$153 | 0.01% | 463 |
|
|
2017
Q2 | $23K | Buy |
324
+1
| +0.3% | +$71 | 0.01% | 426 |
|
|
2017
Q1 | $24K | Buy |
323
+2
| +0.6% | +$149 | 0.01% | 334 |
|
|
2016
Q4 | $23K | Buy |
321
+1
| +0.3% | +$72 | 0.01% | 308 |
|
|
2016
Q3 | $16K | Buy |
320
+2
| +0.6% | +$100 | 0.01% | 396 |
|
|
2016
Q2 | $14K | Buy |
+318
| New | +$14K | 0.01% | 402 |
|