Snowden Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,124
| Closed | -$421K | – | 1147 |
|
|
2022
Q3 | $421K | Buy |
5,124
+822
| +19% | +$67.5K | 0.02% | 720 |
|
|
2022
Q2 | $402K | Buy |
4,302
+1,784
| +71% | +$167K | 0.02% | 731 |
|
|
2022
Q1 | $280K | Buy |
2,518
+375
| +17% | +$41.7K | 0.01% | 859 |
|
|
2021
Q4 | $291K | Sell |
2,143
-545
| -20% | -$74K | 0.01% | 576 |
|
|
2021
Q3 | $359K | Sell |
2,688
-2,218
| -45% | -$296K | 0.02% | 626 |
|
|
2021
Q2 | $691K | Sell |
4,906
-928
| -16% | -$131K | 0.03% | 457 |
|
|
2021
Q1 | $769K | Buy |
5,834
+83
| +1% | +$10.9K | 0.04% | 394 |
|
|
2020
Q4 | $631K | Buy |
5,751
+35
| +0.6% | +$3.84K | 0.04% | 387 |
|
|
2020
Q3 | $374K | Buy |
5,716
+79
| +1% | +$5.17K | 0.03% | 434 |
|
|
2020
Q2 | $332K | Sell |
5,637
-3,698
| -40% | -$218K | 0.03% | 441 |
|
|
2020
Q1 | $430K | Sell |
9,335
-1,297
| -12% | -$59.7K | 0.05% | 365 |
|
|
2019
Q4 | $795K | Sell |
10,632
-7,161
| -40% | -$535K | 0.07% | 306 |
|
|
2019
Q3 | $1.43M | Buy |
17,793
+420
| +2% | +$33.6K | 0.14% | 208 |
|
|
2019
Q2 | $1.54M | Sell |
17,373
-540
| -3% | -$47.8K | 0.16% | 194 |
|
|
2019
Q1 | $1.63M | Buy |
17,913
+388
| +2% | +$35.3K | 0.18% | 184 |
|
|
2018
Q4 | $1.25M | Sell |
17,525
-152
| -0.9% | -$10.9K | 0.16% | 204 |
|
|
2018
Q3 | $1.78M | Buy |
17,677
+646
| +4% | +$65K | 0.2% | 163 |
|
|
2018
Q2 | $1.8M | Buy |
17,031
+316
| +2% | +$33.3K | 0.23% | 146 |
|
|
2018
Q1 | $1.46M | Buy |
16,715
+749
| +5% | +$65.3K | 0.21% | 167 |
|
|
2017
Q4 | $1.44M | Buy |
15,966
+1,845
| +13% | +$166K | 0.21% | 166 |
|
|
2017
Q3 | $1.13M | Buy |
14,121
+69
| +0.5% | +$5.54K | 0.18% | 176 |
|
|
2017
Q2 | $991K | Buy |
14,052
+127
| +0.9% | +$8.95K | 0.19% | 168 |
|
|
2017
Q1 | $1.08M | Buy |
13,925
+1,390
| +11% | +$108K | 0.24% | 145 |
|
|
2016
Q4 | $861K | Buy |
+12,535
| New | +$861K | 0.22% | 151 |
|