Seizert Capital Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,077
| Closed | -$4.06M | – | 177 |
|
|
2024
Q1 | $4.06M | Sell |
21,077
-10,649
| -34% | -$2.05M | 0.19% | 82 |
|
|
2023
Q4 | $5.43M | Sell |
31,726
-4,673
| -13% | -$799K | 0.28% | 67 |
|
|
2023
Q3 | $5.02M | Buy |
36,399
+1,078
| +3% | +$149K | 0.27% | 67 |
|
|
2023
Q2 | $4.37M | Sell |
35,321
-2,017
| -5% | -$249K | 0.23% | 70 |
|
|
2023
Q1 | $4.31M | Sell |
37,338
-6,369
| -15% | -$735K | 0.24% | 70 |
|
|
2022
Q4 | $4.77M | Sell |
43,707
-3,869
| -8% | -$422K | 0.25% | 67 |
|
|
2022
Q3 | $3.91M | Buy |
47,576
+11,011
| +30% | +$906K | 0.22% | 79 |
|
|
2022
Q2 | $3.42M | Buy |
36,565
+22,253
| +155% | +$2.08M | 0.18% | 89 |
|
|
2022
Q1 | $1.59M | Buy |
+14,312
| New | +$1.59M | 0.07% | 128 |
|