Tocqueville Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,650
| Closed | -$951K | – | 660 |
|
|
2020
Q1 | $951K | Buy |
+20,650
| New | +$951K | 0.02% | 363 |
|
|
2016
Q2 | – | Sell |
-5,500
| Closed | -$285K | – | 853 |
|
|
2016
Q1 | $285K | Sell |
5,500
-800
| -13% | -$41.5K | ﹤0.01% | 739 |
|
|
2015
Q4 | $341K | Buy |
6,300
+800
| +15% | +$43.3K | ﹤0.01% | 742 |
|
|
2015
Q3 | $276K | Buy |
+5,500
| New | +$276K | ﹤0.01% | 828 |
|