TD Ameritrade Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,227
| Closed | -$152K | – | 150 |
|
|
2023
Q2 | $152K | Sell |
1,227
-162
| -12% | -$20.1K | ﹤0.01% | 187 |
|
|
2023
Q1 | $160K | Sell |
1,389
-463
| -25% | -$53.3K | ﹤0.01% | 191 |
|
|
2022
Q4 | $202K | Sell |
1,852
-618
| -25% | -$67.4K | ﹤0.01% | 192 |
|
|
2022
Q3 | $203K | Sell |
2,470
-629
| -20% | -$51.7K | ﹤0.01% | 207 |
|
|
2022
Q2 | $290K | Sell |
3,099
-918
| -23% | -$85.9K | ﹤0.01% | 198 |
|
|
2022
Q1 | $447K | Buy |
4,017
+280
| +7% | +$31.2K | ﹤0.01% | 192 |
|
|
2021
Q4 | $508K | Sell |
3,737
-1,844
| -33% | -$251K | ﹤0.01% | 180 |
|
|
2021
Q3 | $365K | Buy |
5,581
+2,102
| +60% | +$137K | ﹤0.01% | 177 |
|
|
2021
Q2 | $490K | Sell |
3,479
-1,055
| -23% | -$149K | ﹤0.01% | 170 |
|
|
2021
Q1 | $497K | Hold |
4,534
| – | – | ﹤0.01% | 152 |
|
|
2020
Q4 | $497K | Sell |
4,534
-1,047
| -19% | -$115K | ﹤0.01% | 152 |
|
|
2020
Q3 | $365K | Sell |
5,581
-352
| -6% | -$23K | ﹤0.01% | 177 |
|
|
2020
Q2 | $350K | Buy |
5,933
+5,782
| +3,829% | +$341K | ﹤0.01% | 182 |
|
|
2020
Q1 | $7K | Buy |
151
+27
| +22% | +$1.25K | ﹤0.01% | 455 |
|
|
2019
Q4 | $9K | Buy |
+124
| New | +$9K | ﹤0.01% | 467 |
|
|
2019
Q2 | – | Sell |
-384
| Closed | -$35K | – | 650 |
|
|
2019
Q1 | $35K | Buy |
+384
| New | +$35K | ﹤0.01% | 270 |
|