Stratos Wealth Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,370
| Closed | -$270K | – | 990 |
|
|
2019
Q3 | $270K | Buy |
+3,370
| New | +$270K | 0.01% | 760 |
|
|
2018
Q4 | – | Sell |
-432
| Closed | -$43K | – | 1312 |
|
|
2018
Q3 | $43K | Buy |
+432
| New | +$43K | ﹤0.01% | 1520 |
|
|
2018
Q2 | – | Sell |
-406
| Closed | -$35K | – | 1451 |
|
|
2018
Q1 | $35K | Sell |
406
-11
| -3% | -$948 | ﹤0.01% | 1765 |
|
|
2017
Q4 | $38K | Buy |
+417
| New | +$38K | ﹤0.01% | 1646 |
|