Shelton Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,268
-41
| -3% | -$11.1K | 0.01% | 443 |
|
|
2025
Q1 | $261K | Sell |
1,309
-36
| -3% | -$7.19K | 0.01% | 537 |
|
|
2024
Q4 | $373K | Sell |
1,345
-56
| -4% | -$15.5K | 0.01% | 415 |
|
|
2024
Q3 | $355K | Sell |
1,401
-46
| -3% | -$11.7K | 0.01% | 434 |
|
|
2024
Q2 | $302K | Sell |
1,447
-79
| -5% | -$16.5K | 0.01% | 481 |
|
|
2024
Q1 | $294K | Hold |
1,526
| – | – | 0.01% | 532 |
|
|
2023
Q4 | $261K | Sell |
1,526
-235
| -13% | -$40.2K | 0.01% | 556 |
|
|
2023
Q3 | $243K | Hold |
1,761
| – | – | 0.01% | 554 |
|
|
2023
Q2 | $218K | Sell |
1,761
-83
| -5% | -$10.3K | 0.01% | 654 |
|
|
2023
Q1 | $213K | Hold |
1,844
| – | – | 0.01% | 657 |
|
|
2022
Q4 | $201K | Buy |
+1,844
| New | +$201K | 0.02% | 645 |
|
|
2022
Q2 | – | Sell |
-2,101
| Closed | -$234K | – | 740 |
|
|
2022
Q1 | $234K | Hold |
2,101
| – | – | 0.01% | 675 |
|
|
2021
Q4 | $285K | Sell |
2,101
-254
| -11% | -$34.5K | 0.01% | 581 |
|
|
2021
Q3 | $315K | Hold |
2,355
| – | – | 0.01% | 530 |
|
|
2021
Q2 | $332K | Hold |
2,355
| – | – | 0.01% | 522 |
|
|
2021
Q1 | $310K | Hold |
2,355
| – | – | 0.01% | 541 |
|
|
2020
Q4 | $258K | Buy |
+2,355
| New | +$258K | 0.01% | 556 |
|
|
2020
Q1 | – | Sell |
-2,736
| Closed | -$205K | – | 704 |
|
|
2019
Q4 | $205K | Hold |
2,736
| – | – | 0.01% | 753 |
|
|
2019
Q3 | $219K | Sell |
2,736
-200
| -7% | -$16K | 0.01% | 705 |
|
|
2019
Q2 | $260K | Buy |
2,936
+2,669
| +1,000% | +$236K | 0.02% | 618 |
|
|
2019
Q1 | $2.94K | Sell |
267
-2,669
| -91% | -$29.3K | 0.01% | 731 |
|
|
2018
Q4 | $210K | Hold |
2,936
| – | – | 0.01% | 672 |
|
|
2018
Q3 | $295K | Hold |
2,936
| – | – | 0.02% | 604 |
|
|
2018
Q2 | $310K | Hold |
2,936
| – | – | 0.02% | 542 |
|
|
2018
Q1 | $256K | Sell |
2,936
-739
| -20% | -$64.4K | 0.02% | 640 |
|
|
2017
Q4 | $331K | Hold |
3,675
| – | – | 0.02% | 530 |
|
|
2017
Q3 | $295K | Sell |
3,675
-218
| -6% | -$17.5K | 0.02% | 571 |
|
|
2017
Q2 | $274K | Buy |
3,893
+285
| +8% | +$20.1K | 0.02% | 624 |
|
|
2017
Q1 | $281K | Buy |
3,608
+292
| +9% | +$22.7K | 0.02% | 602 |
|
|
2016
Q4 | $228K | Buy |
+3,316
| New | +$228K | 0.02% | 757 |
|