Orrstown Financial Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-31
| Closed | -$2K | – | 131 |
|
|
2019
Q3 | $2K | Sell |
31
-40
| -56% | -$2.58K | ﹤0.01% | 217 |
|
|
2019
Q2 | $6K | Hold |
71
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $6K | Sell |
71
-165
| -70% | -$13.9K | 0.01% | 196 |
|
|
2018
Q4 | $17K | Hold |
236
| – | – | 0.03% | 149 |
|
|
2018
Q3 | $24K | Sell |
236
-298
| -56% | -$30.3K | 0.03% | 146 |
|
|
2018
Q2 | $56K | Hold |
534
| – | – | 0.07% | 136 |
|
|
2018
Q1 | $47K | Sell |
534
-19
| -3% | -$1.67K | 0.06% | 148 |
|
|
2017
Q4 | $50K | Buy |
553
+48
| +10% | +$4.34K | 0.06% | 147 |
|
|
2017
Q3 | $41K | Buy |
505
+60
| +13% | +$4.87K | 0.05% | 153 |
|
|
2017
Q2 | $31K | Sell |
445
-35
| -7% | -$2.44K | 0.03% | 168 |
|
|
2017
Q1 | $37K | Sell |
480
-15
| -3% | -$1.16K | 0.04% | 161 |
|
|
2016
Q4 | $33K | Buy |
495
+185
| +60% | +$12.3K | 0.03% | 152 |
|
|
2016
Q3 | $16K | Buy |
310
+110
| +55% | +$5.68K | 0.02% | 173 |
|
|
2016
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 188 |
|