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 |
|