LS Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,722
| Closed | -$227K | – | 344 |
|
|
2021
Q1 | $227K | Sell |
1,722
-298
| -15% | -$39.3K | 0.01% | 707 |
|
|
2020
Q4 | $221K | Buy |
+2,020
| New | +$221K | 0.01% | 780 |
|
|
2020
Q3 | – | Sell |
-2,020
| Closed | -$119K | – | 1006 |
|
|
2020
Q2 | $119K | Hold |
2,020
| – | – | 0.01% | 931 |
|
|
2020
Q1 | $93K | Hold |
2,020
| – | – | 0.01% | 920 |
|
|
2019
Q4 | $151K | Sell |
2,020
-55
| -3% | -$4.11K | 0.01% | 929 |
|
|
2019
Q3 | $166K | Buy |
2,075
+41
| +2% | +$3.28K | 0.01% | 851 |
|
|
2019
Q2 | $180K | Sell |
2,034
-143
| -7% | -$12.7K | 0.01% | 824 |
|
|
2019
Q1 | $198K | Sell |
2,177
-30
| -1% | -$2.73K | 0.01% | 802 |
|
|
2018
Q4 | $158K | Sell |
2,207
-1,096
| -33% | -$78.5K | 0.01% | 844 |
|
|
2018
Q3 | $332K | Sell |
3,303
-366
| -10% | -$36.8K | 0.02% | 650 |
|
|
2018
Q2 | $387K | Sell |
3,669
-29
| -0.8% | -$3.06K | 0.02% | 602 |
|
|
2018
Q1 | $322K | Buy |
3,698
+1,210
| +49% | +$105K | 0.02% | 657 |
|
|
2017
Q4 | $224K | Buy |
2,488
+64
| +3% | +$5.76K | 0.01% | 837 |
|
|
2017
Q3 | $195K | Buy |
2,424
+161
| +7% | +$13K | 0.01% | 934 |
|
|
2017
Q2 | $160K | Buy |
2,263
+102
| +5% | +$7.21K | 0.01% | 978 |
|
|
2017
Q1 | $168K | Buy |
2,161
+685
| +46% | +$53.3K | 0.01% | 918 |
|
|
2016
Q4 | $101K | Buy |
1,476
+53
| +4% | +$3.63K | 0.01% | 1035 |
|
|
2016
Q3 | $73K | Hold |
1,423
| – | – | 0.01% | 1098 |
|
|
2016
Q2 | $63K | Buy |
1,423
+73
| +5% | +$3.23K | ﹤0.01% | 1127 |
|
|
2016
Q1 | $70K | Buy |
1,350
+37
| +3% | +$1.92K | 0.01% | 1015 |
|
|
2015
Q4 | $71K | Buy |
1,313
+135
| +11% | +$7.3K | 0.01% | 999 |
|
|
2015
Q3 | $59K | Hold |
1,178
| – | – | ﹤0.01% | 1065 |
|
|
2015
Q2 | $64K | Buy |
+1,178
| New | +$64K | ﹤0.01% | 1065 |
|