Next Financial Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $214K | Sell |
1,576
-446
| -22% | -$60.6K | 0.01% | 867 |
|
|
2021
Q3 | $270K | Buy |
2,022
+1,951
| +2,748% | +$261K | 0.02% | 710 |
|
|
2021
Q2 | $10K | Sell |
71
-2,498
| -97% | -$352K | ﹤0.01% | 1980 |
|
|
2021
Q1 | $338K | Buy |
2,569
+2,418
| +1,601% | +$318K | 0.03% | 571 |
|
|
2020
Q4 | $17K | Buy |
+151
| New | +$17K | ﹤0.01% | 1603 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$3K | – | 988 |
|
|
2020
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 1822 |
|
|
2019
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 1856 |
|
|
2019
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 1786 |
|