Turner Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,250
| Closed | -$565K | – | 250 |
|
|
2017
Q1 | $565K | Sell |
7,250
-14,250
| -66% | -$1.11M | 0.37% | 96 |
|
|
2016
Q4 | $1.48M | Buy |
+21,500
| New | +$1.48M | 0.6% | 57 |
|
|
2015
Q1 | – | Sell |
-13,740
| Closed | -$720K | – | 450 |
|
|
2014
Q4 | $720K | Sell |
13,740
-7,830
| -36% | -$410K | 0.09% | 318 |
|
|
2014
Q3 | $1.01M | Sell |
21,570
-118,960
| -85% | -$5.59M | 0.06% | 349 |
|
|
2014
Q2 | $8.1M | Sell |
140,530
-43,218
| -24% | -$2.49M | 0.36% | 73 |
|
|
2014
Q1 | $10.2M | Sell |
183,748
-59,859
| -25% | -$3.31M | 0.27% | 130 |
|
|
2013
Q4 | $14.6M | Buy |
243,607
+72,717
| +43% | +$4.35M | 0.26% | 131 |
|
|
2013
Q3 | $8.41M | Buy |
170,890
+90,730
| +113% | +$4.47M | 0.14% | 216 |
|
|
2013
Q2 | $3.15M | Buy |
+80,160
| New | +$3.15M | 0.04% | 400 |
|