Oakbrook Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,450
| Closed | -$333K | – | 229 |
|
|
2019
Q4 | $333K | Sell |
4,450
-150
| -3% | -$11.2K | 0.07% | 435 |
|
|
2019
Q3 | $368K | Hold |
4,600
| – | – | 0.02% | 446 |
|
|
2019
Q2 | $407K | Sell |
4,600
-250
| -5% | -$22.1K | 0.02% | 435 |
|
|
2019
Q1 | $441K | Sell |
4,850
-100
| -2% | -$9.09K | 0.03% | 423 |
|
|
2018
Q4 | $354K | Sell |
4,950
-700
| -12% | -$50.1K | 0.02% | 433 |
|
|
2018
Q3 | $568K | Buy |
5,650
+1,300
| +30% | +$131K | 0.03% | 419 |
|
|
2018
Q2 | $459K | Buy |
+4,350
| New | +$459K | 0.03% | 372 |
|