Richard C. Young & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-122,864
| Closed | -$16.7M | – | 74 |
|
|
2021
Q4 | $16.7M | Sell |
122,864
-2,646
| -2% | -$359K | 2.1% | 15 |
|
|
2021
Q3 | $16.8M | Sell |
125,510
-1,828
| -1% | -$244K | 2.3% | 11 |
|
|
2021
Q2 | $17.9M | Buy |
127,338
+208
| +0.2% | +$29.3K | 2.28% | 11 |
|
|
2021
Q1 | $16.7M | Buy |
127,130
+3,069
| +2% | +$404K | 2.22% | 12 |
|
|
2020
Q4 | $13.6M | Buy |
124,061
+7,962
| +7% | +$873K | 2.07% | 15 |
|
|
2020
Q3 | $7.6M | Buy |
+116,099
| New | +$7.6M | 1.22% | 34 |
|