UAS
United Asset Strategies’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-39,123
| Closed | -$2.93M | – | 188 |
|
|
2019
Q4 | $2.93M | Buy |
39,123
+1,439
| +4% | +$108K | 0.57% | 56 |
|
|
2019
Q3 | $3.02M | Buy |
37,684
+452
| +1% | +$36.2K | 0.66% | 53 |
|
|
2019
Q2 | $3.3M | Buy |
37,232
+1,912
| +5% | +$169K | 0.76% | 47 |
|
|
2019
Q1 | $3.21M | Buy |
35,320
+546
| +2% | +$49.7K | 0.76% | 46 |
|
|
2018
Q4 | $2.49M | Buy |
34,774
+4,358
| +14% | +$312K | 0.68% | 48 |
|
|
2018
Q3 | $3.06M | Buy |
30,416
+1,195
| +4% | +$120K | 0.72% | 49 |
|
|
2018
Q2 | $3.08M | Buy |
29,221
+325
| +1% | +$34.3K | 0.81% | 42 |
|
|
2018
Q1 | $2.52M | Sell |
28,896
-291
| -1% | -$25.4K | 0.74% | 46 |
|
|
2017
Q4 | $2.63M | Buy |
+29,187
| New | +$2.63M | 0.7% | 45 |
|
|
2017
Q3 | – | Sell |
-28,837
| Closed | -$2.03M | – | 130 |
|
|
2017
Q2 | $2.03M | Buy |
28,837
+2,975
| +12% | +$210K | 0.6% | 51 |
|
|
2017
Q1 | $2.02M | Sell |
25,862
-331
| -1% | -$25.8K | 0.61% | 50 |
|
|
2016
Q4 | $1.8M | Sell |
26,193
-26,913
| -51% | -$1.85M | 0.59% | 51 |
|
|
2016
Q3 | $2.74M | Sell |
53,106
-1,189
| -2% | -$61.3K | 0.96% | 37 |
|
|
2016
Q2 | $2.4M | Buy |
+54,295
| New | +$2.4M | 0.9% | 37 |
|
|
2016
Q1 | – | Sell |
-41,492
| Closed | -$2.24M | – | 132 |
|
|
2015
Q4 | $2.24M | Buy |
41,492
+5,494
| +15% | +$297K | 0.97% | 34 |
|
|
2015
Q3 | $1.81M | Buy |
35,998
+10,953
| +44% | +$550K | 0.83% | 42 |
|
|
2015
Q2 | $1.35M | Buy |
+25,045
| New | +$1.35M | 0.6% | 53 |
|