Thompson Siegel & Walmsley’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-97,799
| Closed | -$7.31M | – | 687 |
|
|
2019
Q4 | $7.31M | Sell |
97,799
-2,944
| -3% | -$220K | 0.11% | 148 |
|
|
2019
Q3 | $8.07M | Buy |
+100,743
| New | +$8.07M | 0.13% | 137 |
|
|
2017
Q2 | – | Sell |
-15
| Closed | -$1K | – | 848 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 804 |
|
|
2016
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 817 |
|