Piermont Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,020
| Closed | -$438K | – | 246 |
|
|
2018
Q1 | $438K | Buy |
+5,020
| New | +$438K | 0.15% | 178 |
|
|
2017
Q3 | – | Sell |
-18,350
| Closed | -$1.29M | – | 252 |
|
|
2017
Q2 | $1.29M | Sell |
18,350
-1,680
| -8% | -$118K | 0.37% | 113 |
|
|
2017
Q1 | $1.56M | Buy |
+20,030
| New | +$1.56M | 0.37% | 111 |
|
|
2015
Q3 | – | Sell |
-11,050
| Closed | -$596K | – | 233 |
|
|
2015
Q2 | $596K | Hold |
11,050
| – | – | 0.18% | 132 |
|
|
2015
Q1 | $571K | Buy |
11,050
+3,730
| +51% | +$193K | 0.17% | 144 |
|
|
2014
Q4 | $383K | Buy |
+7,320
| New | +$383K | 0.14% | 133 |
|