Rice Hall James & Associates’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 |
-2,074
| Closed | -$231K | – | 282 |
|
|
2022
Q1 | $231K | Sell |
2,074
-49
| -2% | -$5.46K | 0.01% | 296 |
|
|
2021
Q4 | $288K | Hold |
2,123
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $284K | Hold |
2,123
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $299K | Hold |
2,123
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $280K | Buy |
2,123
+134
| +7% | +$17.7K | 0.01% | 284 |
|
|
2020
Q4 | $218K | Buy |
+1,989
| New | +$218K | 0.01% | 286 |
|