Sutton Wealth Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$218 | – | 1047 |
|
|
2022
Q4 | $218 | Buy |
+2
| New | +$218 | ﹤0.01% | 1584 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1672 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$543 | – | 1655 |
|
|
2021
Q4 | $543 | Buy |
+4
| New | +$543 | ﹤0.01% | 1500 |
|
|
2018
Q4 | – | Sell |
-114
| Closed | -$11.5K | – | 1146 |
|
|
2018
Q3 | $11.5K | Hold |
114
| – | – | 0.01% | 762 |
|
|
2018
Q2 | $12K | Sell |
114
-446
| -80% | -$47K | 0.01% | 789 |
|
|
2018
Q1 | $48.8K | Hold |
560
| – | – | 0.04% | 277 |
|
|
2017
Q4 | $50.4K | Hold |
560
| – | – | 0.04% | 271 |
|
|
2017
Q3 | $44.9K | Buy |
560
+260
| +87% | +$20.9K | 0.03% | 295 |
|
|
2017
Q2 | $21.2K | Hold |
300
| – | – | 0.02% | 504 |
|
|
2017
Q1 | $23.4K | Hold |
300
| – | – | 0.02% | 460 |
|
|
2016
Q4 | $20.6K | Hold |
300
| – | – | 0.02% | 486 |
|
|
2016
Q3 | $15.5K | Buy |
300
+201
| +203% | +$10.4K | 0.01% | 536 |
|
|
2016
Q2 | $4.38K | Sell |
99
-466
| -82% | -$20.6K | ﹤0.01% | 807 |
|
|
2016
Q1 | $29.2K | Buy |
+565
| New | +$29.2K | 0.03% | 341 |
|