Schubert & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$3.46K | – | 526 |
|
|
2023
Q1 | $3.46K | Buy |
30
+3
| +11% | +$346 | ﹤0.01% | 637 |
|
|
2022
Q4 | $2.95K | Buy |
27
+2
| +8% | +$218 | ﹤0.01% | 662 |
|
|
2022
Q3 | $2K | Buy |
25
+6
| +32% | +$480 | ﹤0.01% | 779 |
|
|
2022
Q2 | $2K | Buy |
19
+11
| +138% | +$1.16K | ﹤0.01% | 755 |
|
|
2022
Q1 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 670 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 622 |
|