Patriot Financial Group Insurance Agency’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1356 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1348 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$10K | – | 1075 |
|
|
2018
Q3 | $10K | Buy |
+100
| New | +$10K | 0.01% | 623 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$8K | – | 945 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | 0.01% | 590 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | 0.01% | 603 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | 0.01% | 556 |
|
|
2016
Q4 | $7K | Buy |
+100
| New | +$7K | 0.01% | 519 |
|