Piedmont Investment Advisors’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 |
-3,963
| Closed | -$296K | – | 838 |
|
|
2019
Q4 | $296K | Sell |
3,963
-593
| -13% | -$44.3K | 0.01% | 760 |
|
|
2019
Q3 | $365K | Sell |
4,556
-437
| -9% | -$35K | 0.01% | 668 |
|
|
2019
Q2 | $442K | Buy |
4,993
+982
| +24% | +$86.9K | 0.02% | 599 |
|
|
2019
Q1 | $365K | Buy |
4,011
+31
| +0.8% | +$2.82K | 0.01% | 700 |
|
|
2018
Q4 | $285K | Buy |
3,980
+1,073
| +37% | +$76.8K | 0.01% | 751 |
|
|
2018
Q3 | $292K | Buy |
+2,907
| New | +$292K | 0.01% | 797 |
|
|
2018
Q1 | – | Sell |
-7,937
| Closed | -$714K | – | 780 |
|
|
2017
Q4 | $714K | Sell |
7,937
-9,857
| -55% | -$887K | 0.01% | 337 |
|
|
2017
Q3 | $1.43M | Buy |
17,794
+8,922
| +101% | +$716K | 0.03% | 272 |
|
|
2017
Q2 | $625K | Buy |
+8,872
| New | +$625K | 0.01% | 365 |
|