Thompson Davis & Co’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-135
| Closed | -$6K | – | 1112 |
|
|
2016
Q2 | $6K | Hold |
135
| – | – | 0.01% | 750 |
|
|
2016
Q1 | $7K | Sell |
135
-3
| -2% | -$156 | 0.01% | 716 |
|
|
2015
Q4 | $7K | Hold |
138
| – | – | 0.01% | 760 |
|
|
2015
Q3 | $7K | Buy |
138
+7
| +5% | +$355 | 0.01% | 763 |
|
|
2015
Q2 | $7K | Buy |
131
+84
| +179% | +$4.49K | 0.01% | 807 |
|
|
2015
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1071 |
|