Wealthfront’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-115
| Closed | -$6K | – | 514 |
|
|
2015
Q3 | $6K | Buy |
115
+39
| +51% | +$2.04K | ﹤0.01% | 1072 |
|
|
2015
Q2 | $4K | Buy |
76
+46
| +153% | +$2.42K | ﹤0.01% | 1089 |
|
|
2015
Q1 | $2K | Buy |
30
+29
| +2,900% | +$1.93K | ﹤0.01% | 987 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 766 |
|