Personal CFO Solutions’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,478
| Closed | -$204K | – | 467 |
|
|
2022
Q3 | $204K | Sell |
2,478
-62
| -2% | -$5.1K | 0.05% | 367 |
|
|
2022
Q2 | $238K | Sell |
2,540
-223
| -8% | -$20.9K | 0.06% | 334 |
|
|
2022
Q1 | $308K | Sell |
2,763
-47
| -2% | -$5.24K | 0.06% | 313 |
|
|
2021
Q4 | $382K | Buy |
2,810
+46
| +2% | +$6.25K | 0.07% | 258 |
|
|
2021
Q3 | $369K | Buy |
2,764
+438
| +19% | +$58.5K | 0.08% | 233 |
|
|
2021
Q2 | $327K | Sell |
2,326
-668
| -22% | -$93.9K | 0.07% | 264 |
|
|
2021
Q1 | $394K | Buy |
2,994
+438
| +17% | +$57.6K | 0.09% | 208 |
|
|
2020
Q4 | $280K | Buy |
+2,556
| New | +$280K | 0.07% | 259 |
|