QS Investors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $282K | Sell |
2,000
-2,000
| -50% | -$282K | ﹤0.01% | 959 |
|
|
2021
Q1 | $527K | Sell |
4,000
-5,600
| -58% | -$738K | 0.01% | 780 |
|
|
2020
Q4 | $1.05M | Hold |
9,600
| – | – | 0.01% | 486 |
|
|
2020
Q3 | $629K | Sell |
9,600
-41,071
| -81% | -$2.69M | 0.01% | 594 |
|
|
2020
Q2 | $2.99M | Sell |
50,671
-2,500
| -5% | -$147K | 0.04% | 347 |
|
|
2020
Q1 | $2.45M | Hold |
53,171
| – | – | 0.04% | 350 |
|
|
2019
Q4 | $4.03M | Sell |
53,171
-1,076
| -2% | -$81.5K | 0.04% | 347 |
|
|
2019
Q3 | $4.35M | Buy |
54,247
+89
| +0.2% | +$7.13K | 0.05% | 305 |
|
|
2019
Q2 | $4.8M | Sell |
54,158
-822
| -1% | -$72.8K | 0.05% | 279 |
|
|
2019
Q1 | $5M | Sell |
54,980
-6,253
| -10% | -$569K | 0.05% | 270 |
|
|
2018
Q4 | $4.38M | Sell |
61,233
-14,051
| -19% | -$1.01M | 0.06% | 261 |
|
|
2018
Q3 | $7.57M | Sell |
75,284
-237
| -0.3% | -$23.8K | 0.07% | 173 |
|
|
2018
Q2 | $7.96M | Sell |
75,521
-440
| -0.6% | -$46.4K | 0.08% | 170 |
|
|
2018
Q1 | $6.62M | Sell |
75,961
-4,360
| -5% | -$380K | 0.07% | 186 |
|
|
2017
Q4 | $7.23M | Sell |
80,321
-3,786
| -5% | -$341K | 0.07% | 193 |
|
|
2017
Q3 | $6.75M | Sell |
84,107
-2,583
| -3% | -$207K | 0.05% | 220 |
|
|
2017
Q2 | $6.11M | Hold |
86,690
| – | – | 0.05% | 235 |
|
|
2017
Q1 | $6.75M | Hold |
86,690
| – | – | 0.06% | 216 |
|
|
2016
Q4 | $5.96M | Sell |
86,690
-37,943
| -30% | -$2.61M | 0.05% | 291 |
|
|
2016
Q3 | $6.42M | Sell |
124,633
-6
| -0% | -$309 | 0.05% | 303 |
|
|
2016
Q2 | $5.51M | Hold |
124,639
| – | – | 0.05% | 357 |
|
|
2016
Q1 | $6.45M | Buy |
124,639
+6
| +0% | +$310 | 0.06% | 311 |
|
|
2015
Q4 | $6.74M | Buy |
124,633
+38,872
| +45% | +$2.1M | 0.07% | 293 |
|
|
2015
Q3 | $4.31M | Buy |
85,761
+8,723
| +11% | +$438K | 0.05% | 407 |
|
|
2015
Q2 | $4.16M | Hold |
77,038
| – | – | 0.05% | 440 |
|
|
2015
Q1 | $3.98M | Hold |
77,038
| – | – | 0.05% | 438 |
|
|
2014
Q4 | $4.04M | Buy |
+77,038
| New | +$4.04M | 0.05% | 413 |
|