Sumitomo Mitsui Trust Group’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 |
-3,800
| Closed | -$516K | – | 1193 |
|
|
2021
Q4 | $516K | Sell |
3,800
-1,520
| -29% | -$206K | ﹤0.01% | 1094 |
|
|
2021
Q3 | $711K | Buy |
5,320
+1,500
| +39% | +$200K | ﹤0.01% | 1069 |
|
|
2021
Q2 | $538K | Buy |
+3,820
| New | +$538K | ﹤0.01% | 1105 |
|
|
2020
Q3 | – | Sell |
-5,300
| Closed | -$312K | – | 1112 |
|
|
2020
Q2 | $312K | Hold |
5,300
| – | – | ﹤0.01% | 1058 |
|
|
2020
Q1 | $244K | Buy |
+5,300
| New | +$244K | ﹤0.01% | 1058 |
|