TCI 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
Q2 | – | Sell |
-239
| Closed | -$27.6K | – | 869 |
|
|
2023
Q1 | $27.6K | Hold |
239
| – | – | ﹤0.01% | 587 |
|
|
2022
Q4 | $26.1K | Sell |
239
-109
| -31% | -$11.9K | ﹤0.01% | 592 |
|
|
2022
Q3 | $29K | Sell |
348
-125
| -26% | -$10.4K | ﹤0.01% | 524 |
|
|
2022
Q2 | $44K | Buy |
473
+398
| +531% | +$37K | 0.01% | 402 |
|
|
2022
Q1 | $8K | Sell |
75
-77
| -51% | -$8.21K | ﹤0.01% | 1241 |
|
|
2021
Q4 | $21K | Hold |
152
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $20K | Buy |
152
+78
| +105% | +$10.3K | ﹤0.01% | 675 |
|
|
2021
Q2 | $10K | Hold |
74
| – | – | ﹤0.01% | 935 |
|
|
2021
Q1 | $10K | Hold |
74
| – | – | ﹤0.01% | 832 |
|
|
2020
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 682 |
|
|
2020
Q3 | $5K | Hold |
74
| – | – | ﹤0.01% | 746 |
|
|
2020
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 783 |
|
|
2020
Q1 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 843 |
|
|
2018
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1487 |
|
|
2018
Q3 | $1K | Sell |
5
-9
| -64% | -$1.8K | ﹤0.01% | 1194 |
|
|
2018
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1279 |
|