Seven Eight Capital’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 |
-3,737
| Closed | -$947K | – | 206 |
|
|
2024
Q3 | $947K | Buy |
+3,737
| New | +$947K | 0.09% | 415 |
|
|
2024
Q2 | – | Sell |
-5,472
| Closed | -$1.05M | – | 758 |
|
|
2024
Q1 | $1.05M | Buy |
5,472
+3,971
| +265% | +$765K | 0.11% | 289 |
|
|
2023
Q4 | $257K | Buy |
+1,501
| New | +$257K | 0.03% | 544 |
|
|
2020
Q1 | – | Sell |
-29,700
| Closed | -$2.22M | – | 528 |
|
|
2019
Q4 | $2.22M | Sell |
29,700
-6,200
| -17% | -$463K | 0.12% | 272 |
|
|
2019
Q3 | $2.88M | Buy |
35,900
+32,600
| +988% | +$2.61M | 0.15% | 201 |
|
|
2019
Q2 | $292K | Buy |
+3,300
| New | +$292K | 0.02% | 534 |
|
|
2018
Q3 | – | Sell |
-3,900
| Closed | -$411K | – | 607 |
|
|
2018
Q2 | $411K | Buy |
+3,900
| New | +$411K | 0.03% | 379 |
|