Placemark Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,785
| Closed | -$273K | – | 1638 |
|
|
2014
Q3 | $273K | Buy |
5,785
+114
| +2% | +$5.38K | 0.01% | 1440 |
|
|
2014
Q2 | $327K | Buy |
5,671
+542
| +11% | +$31.3K | 0.01% | 1352 |
|
|
2014
Q1 | $283K | Buy |
5,129
+121
| +2% | +$6.68K | 0.01% | 1368 |
|
|
2013
Q4 | $298K | Sell |
5,008
-320
| -6% | -$19K | ﹤0.01% | 1359 |
|
|
2013
Q3 | $262K | Buy |
+5,328
| New | +$262K | 0.01% | 1374 |
|