Miles Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,133
| Closed | -$330K | – | 189 |
|
|
2018
Q2 | $330K | Hold |
3,133
| – | – | 0.2% | 98 |
|
|
2018
Q1 | $273K | Buy |
3,133
+130
| +4% | +$11.3K | 0.15% | 135 |
|
|
2017
Q4 | $270K | Sell |
3,003
-32
| -1% | -$2.88K | 0.16% | 113 |
|
|
2017
Q3 | $244K | Sell |
3,035
-52
| -2% | -$4.18K | 0.14% | 129 |
|
|
2017
Q2 | $218K | Buy |
+3,087
| New | +$218K | 0.12% | 174 |
|