Putnam Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35,087
| Closed | -$3.91M | – | 1155 |
|
|
2022
Q1 | $3.91M | Buy |
+35,087
| New | +$3.91M | 0.01% | 659 |
|
|
2020
Q1 | – | Sell |
-33,393
| Closed | -$2.5M | – | 857 |
|
|
2019
Q4 | $2.5M | Sell |
33,393
-64,646
| -66% | -$4.83M | 0.01% | 699 |
|
|
2019
Q3 | $7.85M | Buy |
98,039
+3,648
| +4% | +$292K | 0.02% | 415 |
|
|
2019
Q2 | $8.36M | Sell |
94,391
-1,110
| -1% | -$98.3K | 0.02% | 409 |
|
|
2019
Q1 | $8.69M | Buy |
95,501
+97
| +0.1% | +$8.83K | 0.02% | 383 |
|
|
2018
Q4 | $6.83M | Hold |
95,404
| – | – | 0.02% | 405 |
|
|
2018
Q3 | $9.59M | Buy |
95,404
+41,626
| +77% | +$4.19M | 0.02% | 400 |
|
|
2018
Q2 | $5.67M | Sell |
53,778
-205
| -0.4% | -$21.6K | 0.01% | 499 |
|
|
2018
Q1 | $4.71M | Sell |
53,983
-302
| -0.6% | -$26.3K | 0.01% | 513 |
|
|
2017
Q4 | $4.89M | Buy |
54,285
+22,705
| +72% | +$2.04M | 0.01% | 526 |
|
|
2017
Q3 | $2.53M | Buy |
31,580
+280
| +0.9% | +$22.5K | 0.01% | 697 |
|
|
2017
Q2 | $2.21M | Buy |
+31,300
| New | +$2.21M | 0.01% | 767 |
|