Sowell Financial Services’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-79
| Closed | -$11K | – | 1190 |
|
|
2021
Q1 | $11K | Buy |
79
+10
| +14% | +$1.39K | ﹤0.01% | 2272 |
|
|
2020
Q4 | $8K | Buy |
69
+63
| +1,050% | +$7.3K | ﹤0.01% | 2104 |
|
|
2020
Q3 | $0 | Sell |
6
-76
| -93% | – | ﹤0.01% | 2581 |
|
|
2020
Q2 | $5K | Sell |
82
-32
| -28% | -$1.95K | ﹤0.01% | 1890 |
|
|
2020
Q1 | $5K | Sell |
114
-46
| -29% | -$2.02K | ﹤0.01% | 1812 |
|
|
2019
Q4 | $12K | Sell |
160
-6
| -4% | -$450 | ﹤0.01% | 1619 |
|
|
2019
Q3 | $13K | Buy |
+166
| New | +$13K | ﹤0.01% | 1433 |
|