U.S. Global Investors (USGI)’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 |
-16,369
| Closed | -$1.22M | – | 165 |
|
|
2019
Q4 | $1.22M | Buy |
+16,369
| New | +$1.22M | 0.55% | 58 |
|
|
2019
Q3 | – | Sell |
-11,945
| Closed | -$1.06M | – | 173 |
|
|
2019
Q2 | $1.06M | Buy |
+11,945
| New | +$1.06M | 0.55% | 52 |
|
|
2017
Q4 | – | Sell |
-20,200
| Closed | -$1.62M | – | 121 |
|
|
2017
Q3 | $1.62M | Buy |
+20,200
| New | +$1.62M | 0.48% | 32 |
|
|
2014
Q2 | – | Sell |
-23,000
| Closed | -$1.27M | – | 281 |
|
|
2014
Q1 | $1.27M | Hold |
23,000
| – | – | 0.21% | 82 |
|
|
2013
Q4 | $1.37M | Sell |
23,000
-3,620
| -14% | -$216K | 0.25% | 82 |
|
|
2013
Q3 | $1.31M | Buy |
+26,620
| New | +$1.31M | 0.22% | 66 |
|