TD Ameritrade Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $152K | Sell |
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|
2023
Q1 | $160K | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $497K | Hold |
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|
2020
Q4 | $497K | Sell |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | $7K | Buy |
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|
2019
Q4 | $9K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $35K | Buy |
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