MGO One Seven’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,414
| Closed | -$1.22M | – | 1113 |
|
|
2024
Q4 | $1.22M | Buy |
+4,414
| New | +$1.22M | 0.05% | 388 |
|
|
2024
Q1 | – | Sell |
-3,330
| Closed | -$570K | – | 917 |
|
|
2023
Q4 | $570K | Sell |
3,330
-217
| -6% | -$37.1K | 0.03% | 468 |
|
|
2023
Q3 | $489K | Sell |
3,547
-31
| -0.9% | -$4.27K | 0.04% | 442 |
|
|
2023
Q2 | $442K | Buy |
3,578
+14
| +0.4% | +$1.73K | 0.04% | 454 |
|
|
2023
Q1 | $411K | Sell |
3,564
-262
| -7% | -$30.2K | 0.03% | 540 |
|
|
2022
Q4 | $417K | Sell |
3,826
-3
| -0.1% | -$327 | 0.04% | 454 |
|
|
2022
Q3 | $314 | Sell |
3,829
-45
| -1% | -$4 | 0.01% | 525 |
|
|
2022
Q2 | $363K | Sell |
3,874
-22
| -0.6% | -$2.06K | 0.05% | 405 |
|
|
2022
Q1 | $434K | Sell |
3,896
-17
| -0.4% | -$1.89K | 0.05% | 403 |
|
|
2021
Q4 | $532K | Buy |
3,913
+693
| +22% | +$94.2K | 0.06% | 367 |
|
|
2021
Q3 | $489K | Sell |
3,220
-1,047
| -25% | -$159K | 0.06% | 346 |
|
|
2021
Q2 | $601K | Sell |
4,267
-26
| -0.6% | -$3.66K | 0.08% | 289 |
|
|
2021
Q1 | $565K | Sell |
4,293
-18
| -0.4% | -$2.37K | 0.1% | 268 |
|
|
2020
Q4 | $473K | Buy |
+4,311
| New | +$473K | 0.1% | 271 |
|
|
2019
Q1 | – | Sell |
-53
| Closed | -$3K | – | 771 |
|
|
2018
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q4 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 1290 |
|