Riverwater Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,447
| Closed | -$1.11M | – | 221 |
|
|
2024
Q3 | $1.11M | Sell |
4,447
-3,942
| -47% | -$981K | 0.55% | 53 |
|
|
2024
Q2 | $1.75M | Sell |
8,389
-89
| -1% | -$18.6K | 1.3% | 15 |
|
|
2024
Q1 | $1.63M | Buy |
8,478
+84
| +1% | +$16.2K | 1.2% | 15 |
|
|
2023
Q4 | $1.44M | Buy |
8,394
+59
| +0.7% | +$10.1K | 1.13% | 15 |
|
|
2023
Q3 | $1.15M | Sell |
8,335
-68
| -0.8% | -$9.38K | 1.04% | 20 |
|
|
2023
Q2 | $1.04M | Buy |
8,403
+411
| +5% | +$50.8K | 0.92% | 25 |
|
|
2023
Q1 | $922K | Buy |
7,992
+44
| +0.6% | +$5.08K | 0.85% | 26 |
|
|
2022
Q4 | $867K | Buy |
+7,948
| New | +$867K | 0.74% | 34 |
|