Symmetry Partners’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 |
-2,467
| Closed | -$335K | – | 580 |
|
2021
Q4 | $335K | Hold |
2,467
| – | – | 0.02% | 508 |
|
2021
Q3 | $353K | Hold |
2,467
| – | – | 0.02% | 514 |
|
2021
Q2 | $347K | Hold |
2,467
| – | – | 0.02% | 538 |
|
2021
Q1 | $325K | Buy |
+2,467
| New | +$325K | 0.02% | 533 |
|
2019
Q2 | – | Sell |
-1,274
| Closed | -$116K | – | 359 |
|
2019
Q1 | $116K | Hold |
1,274
| – | – | 0.02% | 367 |
|
2018
Q4 | $91K | Buy |
+1,274
| New | +$91K | 0.02% | 336 |
|