Washington Trust’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,898
| Closed | -$1.59M | – | 982 |
|
|
2021
Q3 | $1.59M | Sell |
11,898
-6,740
| -36% | -$901K | 0.04% | 158 |
|
|
2021
Q2 | $2.62M | Sell |
18,638
-1,265
| -6% | -$178K | 0.07% | 140 |
|
|
2021
Q1 | $2.62M | Sell |
19,903
-100
| -0.5% | -$13.2K | 0.08% | 137 |
|
|
2020
Q4 | $2.19M | Hold |
20,003
| – | – | 0.07% | 140 |
|
|
2020
Q3 | $1.31M | Sell |
20,003
-300
| -1% | -$19.6K | 0.05% | 153 |
|
|
2020
Q2 | $1.2M | Sell |
20,303
-235
| -1% | -$13.8K | 0.05% | 149 |
|
|
2020
Q1 | $946K | Sell |
20,538
-100
| -0.5% | -$4.61K | 0.05% | 159 |
|
|
2019
Q4 | $1.54M | Buy |
+20,638
| New | +$1.54M | 0.06% | 148 |
|