USA Financial Formulas’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,799
| Closed | -$346K | – | 328 |
|
|
2024
Q1 | $346K | Buy |
+1,799
| New | +$346K | 0.06% | 126 |
|
|
2021
Q3 | – | Sell |
-2,573
| Closed | -$362K | – | 426 |
|
|
2021
Q2 | $362K | Buy |
2,573
+315
| +14% | +$44.3K | 0.3% | 93 |
|
|
2021
Q1 | $297K | Buy |
+2,258
| New | +$297K | 0.24% | 104 |
|
|
2019
Q1 | – | Sell |
-8,517
| Closed | -$856K | – | 189 |
|
|
2018
Q4 | $856K | Buy |
8,517
+4,885
| +134% | +$491K | 0.21% | 84 |
|
|
2018
Q3 | $383K | Buy |
+3,632
| New | +$383K | 0.1% | 161 |
|
|
2017
Q3 | – | Sell |
-7,166
| Closed | -$505K | – | 277 |
|
|
2017
Q2 | $505K | Buy |
+7,166
| New | +$505K | 0.12% | 160 |
|