Polianta Ltd’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,900
| Closed | -$645K | – | 72 |
|
|
2022
Q2 | $645K | Buy |
+6,900
| New | +$645K | 0.55% | 28 |
|
|
2021
Q2 | – | Sell |
-10,000
| Closed | -$1.32M | – | 79 |
|
|
2021
Q1 | $1.32M | Buy |
+10,000
| New | +$1.32M | 0.73% | 10 |
|
|
2018
Q3 | – | Sell |
-10,800
| Closed | -$1.14M | – | 80 |
|
|
2018
Q2 | $1.14M | Sell |
10,800
-2,300
| -18% | -$242K | 0.36% | 53 |
|
|
2018
Q1 | $1.14M | Buy |
+13,100
| New | +$1.14M | 0.35% | 57 |
|
|
2017
Q4 | – | Sell |
-14,800
| Closed | -$1.19M | – | 79 |
|
|
2017
Q3 | $1.19M | Hold |
14,800
| – | – | 0.38% | 51 |
|
|
2017
Q2 | $1.04M | Buy |
+14,800
| New | +$1.04M | 0.44% | 60 |
|