United Asset Strategies’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$2.92M Buy
2019
Q3
$3.02M Buy
2019
Q2
$3.3M Buy
2019
Q1
$3.21M Buy
2018
Q4
$2.49M Buy
2018
Q3
$3.06M Buy
2018
Q2
$3.08M Buy
2018
Q1
$2.52M Sell
2017
Q4
$2.63M Buy
2017
Q3
Sell
2017
Q2
$2.03M Buy
2017
Q1
$2.02M Sell
2016
Q4
$1.8M Sell
2016
Q3
$2.74M Sell
2016
Q2
$2.4M Buy
2016
Q1
Sell
2015
Q4
$2.24M Buy
2015
Q3
$1.81M Buy
2015
Q2
$1.35M Buy