Montecito Bank & Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,356
| Closed | -$597K | – | 247 |
|
|
2022
Q1 | $597K | Sell |
5,356
-100
| -2% | -$11.1K | 0.11% | 167 |
|
|
2021
Q4 | $741K | Buy |
5,456
+106
| +2% | +$14.4K | 0.13% | 152 |
|
|
2021
Q3 | $715K | Hold |
5,350
| – | – | 0.14% | 143 |
|
|
2021
Q2 | $753K | Hold |
5,350
| – | – | 0.14% | 138 |
|
|
2021
Q1 | $705K | Hold |
5,350
| – | – | 0.15% | 135 |
|
|
2020
Q4 | $587K | Buy |
+5,350
| New | +$587K | 0.13% | 138 |
|