MUFG Americas’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-162
| Closed | -$15K | – | 898 |
|
|
2022
Q2 | $15K | Hold |
162
| – | – | ﹤0.01% | 633 |
|
|
2022
Q1 | $18K | Hold |
162
| – | – | ﹤0.01% | 656 |
|
|
2021
Q4 | $22K | Hold |
162
| – | – | ﹤0.01% | 669 |
|
|
2021
Q3 | $22K | Buy |
+162
| New | +$22K | ﹤0.01% | 630 |
|
|
2019
Q3 | – | Sell |
-144
| Closed | -$13K | – | 776 |
|
|
2019
Q2 | $13K | Hold |
144
| – | – | ﹤0.01% | 677 |
|
|
2019
Q1 | $13K | Buy |
+144
| New | +$13K | ﹤0.01% | 746 |
|
|
2017
Q3 | – | Sell |
-659
| Closed | -$46K | – | 1156 |
|
|
2017
Q2 | $46K | Buy |
+659
| New | +$46K | ﹤0.01% | 579 |
|
|
2013
Q3 | – | Sell |
-2,000
| Closed | -$79K | – | 1256 |
|
|
2013
Q2 | $79K | Buy |
+2,000
| New | +$79K | ﹤0.01% | 1081 |
|