United Capital Financial Advisors’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,438
| Closed | -$241K | – | 1080 |
|
|
2022
Q4 | $241K | Hold |
6,438
| – | – | ﹤0.01% | 937 |
|
|
2022
Q3 | $236K | Hold |
6,438
| – | – | ﹤0.01% | 971 |
|
|
2022
Q2 | $219K | Hold |
6,438
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q1 | $245K | Hold |
6,438
| – | – | ﹤0.01% | 1055 |
|
|
2021
Q4 | $259K | Hold |
6,438
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q3 | $247K | Hold |
6,438
| – | – | ﹤0.01% | 1074 |
|
|
2021
Q2 | $239K | Hold |
6,438
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q1 | $218K | Buy |
+6,438
| New | +$218K | ﹤0.01% | 1090 |
|
|
2020
Q1 | – | Sell |
-6,438
| Closed | -$258K | – | 1375 |
|
|
2019
Q4 | $258K | Hold |
6,438
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q3 | $241K | Hold |
6,438
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q2 | $243K | Hold |
6,438
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q1 | $230K | Hold |
6,438
| – | – | ﹤0.01% | 1205 |
|
|
2018
Q4 | $209K | Hold |
6,438
| – | – | ﹤0.01% | 1192 |
|
|
2018
Q3 | $302K | Hold |
6,438
| – | – | ﹤0.01% | 1109 |
|
|
2018
Q2 | $297K | Hold |
6,438
| – | – | ﹤0.01% | 1081 |
|
|
2018
Q1 | $291K | Hold |
6,438
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q4 | $270K | Hold |
6,438
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q3 | $278K | Hold |
6,438
| – | – | ﹤0.01% | 1137 |
|
|
2017
Q2 | $257K | Hold |
6,438
| – | – | ﹤0.01% | 1126 |
|
|
2017
Q1 | $247K | Hold |
6,438
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q4 | $203K | Buy |
+6,438
| New | +$203K | ﹤0.01% | 1182 |
|