Summit Global Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,811
| Closed | -$712K | – | 565 |
|
|
2024
Q3 | $712K | Sell |
2,811
-5,133
| -65% | -$1.3M | 0.05% | 311 |
|
|
2024
Q2 | $1.66M | Buy |
+7,944
| New | +$1.66M | 0.11% | 144 |
|
|
2024
Q1 | – | Sell |
-1,290
| Closed | -$221K | – | 530 |
|
|
2023
Q4 | $221K | Buy |
+1,290
| New | +$221K | 0.01% | 481 |
|
|
2023
Q2 | – | Sell |
-3,201
| Closed | -$369K | – | 565 |
|
|
2023
Q1 | $369K | Buy |
+3,201
| New | +$369K | 0.03% | 393 |
|
|
2018
Q2 | – | Sell |
-6,100
| Closed | -$532K | – | 279 |
|
|
2018
Q1 | $532K | Buy |
+6,100
| New | +$532K | 0.08% | 217 |
|