Kanaly Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-85
| Closed | -$4K | – | 914 |
|
|
2016
Q2 | $4K | Sell |
85
-11
| -11% | -$518 | ﹤0.01% | 671 |
|
|
2016
Q1 | $5K | Sell |
96
-10
| -9% | -$521 | ﹤0.01% | 654 |
|
|
2015
Q4 | $6K | Sell |
106
-47
| -31% | -$2.66K | ﹤0.01% | 633 |
|
|
2015
Q3 | $8K | Buy |
+153
| New | +$8K | ﹤0.01% | 569 |
|