San Francisco Sentry Investment Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $88K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $337K | Hold |
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|
2019
Q1 | $346K | Hold |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $583K | Sell |
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|
2018
Q2 | $622K | Hold |
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|
2018
Q1 | $514K | Hold |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $473K | Hold |
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|
2017
Q2 | $416K | Buy |
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