Sterling Manor Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,780
| Closed | -$378K | – | 84 |
|
|
2021
Q4 | $378K | Sell |
2,780
-599
| -18% | -$81.4K | 0.3% | 53 |
|
|
2021
Q3 | $452K | Buy |
3,379
+1
| +0% | +$134 | 0.38% | 39 |
|
|
2021
Q2 | $476K | Sell |
3,378
-299
| -8% | -$42.1K | 0.38% | 42 |
|
|
2021
Q1 | $484K | Sell |
3,677
-79
| -2% | -$10.4K | 0.43% | 39 |
|
|
2020
Q4 | $412K | Buy |
+3,756
| New | +$412K | 0.38% | 42 |
|