Mosaic Family Wealth’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-52
| Closed | -$4K | – | 920 |
|
|
2017
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 591 |
|
|
2017
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 603 |
|
|
2016
Q4 | $4K | Hold |
52
| – | – | ﹤0.01% | 587 |
|
|
2016
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 635 |
|
|
2016
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 660 |
|
|
2016
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 700 |
|
|
2015
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 684 |
|