K.J. Harrison & Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,500
| Closed | -$405K | – | 154 |
|
|
2015
Q2 | $405K | Hold |
7,500
| – | – | 0.12% | 140 |
|
|
2015
Q1 | $387K | Hold |
7,500
| – | – | 0.11% | 141 |
|
|
2014
Q4 | $393K | Buy |
7,500
+2,500
| +50% | +$131K | 0.11% | 127 |
|
|
2014
Q3 | $235K | Hold |
5,000
| – | – | 0.07% | 143 |
|
|
2014
Q2 | $288K | Hold |
5,000
| – | – | 0.08% | 137 |
|
|
2014
Q1 | $275K | Hold |
5,000
| – | – | 0.08% | 142 |
|
|
2013
Q4 | $318K | Hold |
5,000
| – | – | 0.09% | 124 |
|
|
2013
Q3 | $246K | Buy |
+5,000
| New | +$246K | 0.09% | 126 |
|