Wealthspire Advisors (Maryland)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-67
| Closed | -$6K | – | 959 |
|
|
2019
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 1736 |
|
|
2018
Q4 | $5K | Sell |
67
-21
| -24% | -$1.57K | ﹤0.01% | 1716 |
|
|
2018
Q3 | $9K | Sell |
88
-5
| -5% | -$511 | ﹤0.01% | 1552 |
|
|
2018
Q2 | $10K | Sell |
93
-5
| -5% | -$538 | ﹤0.01% | 1530 |
|
|
2018
Q1 | $9K | Sell |
98
-10
| -9% | -$918 | ﹤0.01% | 1606 |
|
|
2017
Q4 | $10K | Buy |
108
+38
| +54% | +$3.52K | ﹤0.01% | 1580 |
|
|
2017
Q3 | $6K | Buy |
70
+6
| +9% | +$514 | ﹤0.01% | 1729 |
|
|
2017
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 1755 |
|