Trek Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,385
| Closed | -$732K | – | 243 |
|
|
2021
Q4 | $732K | Buy |
5,385
+1,242
| +30% | +$169K | 0.07% | 90 |
|
|
2021
Q3 | $554K | Buy |
4,143
+359
| +9% | +$48K | 0.06% | 102 |
|
|
2021
Q2 | $533K | Sell |
3,784
-356
| -9% | -$50.1K | 0.06% | 103 |
|
|
2021
Q1 | $545K | Buy |
+4,140
| New | +$545K | 0.06% | 91 |
|