Shelton Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Hold |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $2.94K | Sell |
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|
2018
Q4 | $210K | Hold |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $256K | Sell |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $281K | Buy |
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|
2016
Q4 | $228K | Buy |
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