Simplicity Solutions’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,919
| Closed | -$270K | – | 592 |
|
|
2021
Q2 | $270K | Buy |
+1,919
| New | +$270K | 0.05% | 414 |
|
|
2017
Q2 | – | Sell |
-2,639
| Closed | -$206K | – | 417 |
|
|
2017
Q1 | $206K | Buy |
+2,639
| New | +$206K | 0.03% | 381 |
|
|
2016
Q1 | – | Sell |
-15,447
| Closed | -$835K | – | 288 |
|
|
2015
Q4 | $835K | Buy |
+15,447
| New | +$835K | 0.1% | 302 |
|