Occudo Quantitative Strategies’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,874
| Closed | -$1.3M | – | 1256 |
|
|
2022
Q2 | $1.3M | Buy |
+13,874
| New | +$1.3M | 0.11% | 293 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$263K | – | 935 |
|
|
2021
Q1 | $263K | Buy |
2,000
+61
| +3% | +$8.02K | 0.06% | 539 |
|
|
2020
Q4 | $213K | Buy |
+1,939
| New | +$213K | 0.07% | 532 |
|