Somerset Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,904
| Closed | -$690K | – | 138 |
|
|
2021
Q2 | $690K | Sell |
4,904
-25
| -0.5% | -$3.52K | 0.28% | 66 |
|
|
2021
Q1 | $649K | Sell |
4,929
-93
| -2% | -$12.2K | 0.28% | 66 |
|
|
2020
Q4 | $551K | Sell |
5,022
-209
| -4% | -$22.9K | 0.25% | 67 |
|
|
2020
Q3 | $342K | Buy |
5,231
+22
| +0.4% | +$1.44K | 0.17% | 84 |
|
|
2020
Q2 | $307K | Buy |
+5,209
| New | +$307K | 0.16% | 95 |
|