Pegasus Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,295
Closed -$246K 146
2019
Q4
$246K Sell
3,295
-1,982
-38% -$148K 0.08% 154
2019
Q3
$423K Sell
5,277
-8,858
-63% -$710K 0.14% 144
2019
Q2
$1.25M Sell
14,135
-3,064
-18% -$271K 0.38% 89
2019
Q1
$1.57M Buy
17,199
+9,077
+112% +$826K 0.46% 80
2018
Q4
$581K Sell
8,122
-10,744
-57% -$769K 0.17% 112
2018
Q3
$1.9M Buy
+18,866
New +$1.9M 0.42% 89