Telemus Capital’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,339
| Closed | -$428K | – | 394 |
|
|
2019
Q3 | $428K | Hold |
5,339
| – | – | 0.03% | 265 |
|
|
2019
Q2 | $416K | Sell |
5,339
-7
| -0.1% | -$545 | 0.04% | 255 |
|
|
2019
Q1 | $486K | Buy |
5,346
+67
| +1% | +$6.09K | 0.04% | 280 |
|
|
2018
Q4 | $378K | Sell |
5,279
-153
| -3% | -$11K | 0.03% | 294 |
|
|
2018
Q3 | $546K | Sell |
5,432
-54
| -1% | -$5.43K | 0.04% | 278 |
|
|
2018
Q2 | $578K | Buy |
5,486
+16
| +0.3% | +$1.69K | 0.04% | 272 |
|
|
2018
Q1 | $477K | Sell |
5,470
-19
| -0.3% | -$1.66K | 0.04% | 292 |
|
|
2017
Q4 | $494K | Buy |
5,489
+114
| +2% | +$10.3K | 0.04% | 290 |
|
|
2017
Q3 | $431K | Sell |
5,375
-98
| -2% | -$7.86K | 0.05% | 223 |
|
|
2017
Q2 | $386K | Buy |
5,473
+473
| +9% | +$33.4K | 0.04% | 267 |
|
|
2017
Q1 | $390K | Buy |
+5,000
| New | +$390K | 0.04% | 251 |
|