Sheaff Brock Investment Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,934
| Closed | -$999K | – | 481 |
|
|
2018
Q3 | $999K | Sell |
9,934
-46
| -0.5% | -$4.63K | 0.09% | 154 |
|
|
2018
Q2 | $1.05M | Sell |
9,980
-1,030
| -9% | -$109K | 0.1% | 142 |
|
|
2018
Q1 | $960K | Sell |
11,010
-396
| -3% | -$34.5K | 0.1% | 157 |
|
|
2017
Q4 | $1.03M | Sell |
11,406
-333
| -3% | -$30K | 0.13% | 147 |
|
|
2017
Q3 | $942K | Sell |
11,739
-820
| -7% | -$65.8K | 0.12% | 152 |
|
|
2017
Q2 | $885K | Buy |
12,559
+955
| +8% | +$67.3K | 0.12% | 174 |
|
|
2017
Q1 | $904K | Sell |
11,604
-1,501
| -11% | -$117K | 0.12% | 165 |
|
|
2016
Q4 | $900K | Buy |
+13,105
| New | +$900K | 0.11% | 182 |
|