One Wealth Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-108
| Closed | -$11.8K | – | 331 |
|
|
2022
Q4 | $11.8K | Buy |
+108
| New | +$11.8K | ﹤0.01% | 612 |
|
|
2019
Q2 | – | Sell |
-178
| Closed | -$16K | – | 233 |
|
|
2019
Q1 | $16K | Buy |
+178
| New | +$16K | 0.01% | 283 |
|
|
2018
Q4 | – | Sell |
-2,728
| Closed | -$274K | – | 225 |
|
|
2018
Q3 | $274K | Sell |
2,728
-6
| -0.2% | -$603 | 0.21% | 97 |
|
|
2018
Q2 | $288K | Buy |
2,734
+725
| +36% | +$76.4K | 0.23% | 84 |
|
|
2018
Q1 | $175K | Buy |
2,009
+1,958
| +3,839% | +$171K | 0.15% | 133 |
|
|
2017
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 403 |
|