SII Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,436
| Closed | -$576K | – | 84 |
|
|
2017
Q4 | $576K | Sell |
6,436
-576
| -8% | -$51.6K | 0.06% | 231 |
|
|
2017
Q3 | $564K | Buy |
7,012
+545
| +8% | +$43.8K | 0.03% | 332 |
|
|
2017
Q2 | $455K | Buy |
6,467
+945
| +17% | +$66.5K | 0.03% | 366 |
|
|
2017
Q1 | $436K | Buy |
+5,522
| New | +$436K | 0.03% | 374 |
|