Kalos Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,247
| Closed | -$661K | – | 209 |
|
|
2019
Q2 | $661K | Buy |
9,247
+2,783
| +43% | +$199K | 0.3% | 89 |
|
|
2019
Q1 | $588K | Sell |
6,464
-2,783
| -30% | -$253K | 0.38% | 73 |
|
|
2018
Q4 | $661K | Buy |
9,247
+193
| +2% | +$13.8K | 0.32% | 87 |
|
|
2018
Q3 | $910K | Buy |
9,054
+403
| +5% | +$40.5K | 0.49% | 55 |
|
|
2018
Q2 | $912K | Buy |
+8,651
| New | +$912K | 0.41% | 65 |
|