O'Shares Investment Advisers’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,830
| Closed | -$1.21M | – | 80 |
|
|
2022
Q1 | $1.21M | Buy |
10,830
+580
| +6% | +$64.6K | 0.1% | 209 |
|
|
2021
Q4 | $1.39M | Buy |
10,250
+313
| +3% | +$42.5K | 0.1% | 201 |
|
|
2021
Q3 | $1.33M | Sell |
9,937
-8,103
| -45% | -$1.08M | 0.1% | 196 |
|
|
2021
Q2 | $2.54M | Buy |
18,040
+2,242
| +14% | +$316K | 0.18% | 145 |
|
|
2021
Q1 | $2.08M | Buy |
15,798
+406
| +3% | +$53.5K | 0.15% | 156 |
|
|
2020
Q4 | $1.69M | Buy |
15,392
+1,098
| +8% | +$120K | 0.13% | 152 |
|
|
2020
Q3 | $936K | Buy |
+14,294
| New | +$936K | 0.1% | 170 |
|
|
2020
Q2 | – | Sell |
-11,368
| Closed | -$524K | – | 320 |
|
|
2020
Q1 | $524K | Sell |
11,368
-879
| -7% | -$40.5K | 0.09% | 177 |
|
|
2019
Q4 | $916K | Buy |
12,247
+171
| +1% | +$12.8K | 0.13% | 141 |
|
|
2019
Q3 | $967K | Sell |
12,076
-1,300
| -10% | -$104K | 0.15% | 128 |
|
|
2019
Q2 | $1.19M | Sell |
13,376
-59
| -0.4% | -$5.23K | 0.19% | 105 |
|
|
2019
Q1 | $1.22M | Sell |
13,435
-1,814
| -12% | -$165K | 0.21% | 96 |
|
|
2018
Q4 | $1.09M | Buy |
+15,249
| New | +$1.09M | 0.21% | 97 |
|