Optimum Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$22K | – | 915 |
|
|
2020
Q4 | $22K | Hold |
200
| – | – | 0.01% | 612 |
|
|
2020
Q3 | $13K | Sell |
200
-200
| -50% | -$13K | ﹤0.01% | 662 |
|
|
2020
Q2 | $24K | Sell |
400
-66
| -14% | -$3.96K | 0.01% | 571 |
|
|
2020
Q1 | $21K | Buy |
466
+1
| +0.2% | +$45 | 0.01% | 562 |
|
|
2019
Q4 | $35K | Buy |
465
+65
| +16% | +$4.89K | 0.01% | 578 |
|
|
2019
Q3 | $32K | Hold |
400
| – | – | 0.01% | 595 |
|
|
2019
Q2 | $35K | Hold |
400
| – | – | 0.01% | 577 |
|
|
2019
Q1 | $36K | Hold |
400
| – | – | 0.01% | 577 |
|
|
2018
Q4 | $29K | Hold |
400
| – | – | 0.01% | 573 |
|
|
2018
Q3 | $40K | Hold |
400
| – | – | 0.01% | 577 |
|
|
2018
Q2 | $42K | Hold |
400
| – | – | 0.01% | 564 |
|
|
2018
Q1 | $35K | Buy |
+400
| New | +$35K | 0.01% | 593 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$58K | – | 933 |
|
|
2014
Q2 | $58K | Hold |
1,000
| – | – | 0.02% | 448 |
|
|
2014
Q1 | $55K | Hold |
1,000
| – | – | 0.02% | 384 |
|
|
2013
Q4 | $60K | Hold |
1,000
| – | – | 0.02% | 371 |
|
|
2013
Q3 | $49K | Buy |
+1,000
| New | +$49K | 0.02% | 373 |
|