Weatherly Asset Management’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,823
| Closed | -$226K | – | 190 |
|
|
2018
Q3 | $226K | Hold |
4,823
| – | – | 0.05% | 185 |
|
|
2018
Q2 | $222K | Hold |
4,823
| – | – | 0.05% | 183 |
|
|
2018
Q1 | $218K | Hold |
4,823
| – | – | 0.05% | 188 |
|
|
2017
Q4 | $202K | Hold |
4,823
| – | – | 0.05% | 200 |
|
|
2017
Q3 | $208K | Buy |
+4,823
| New | +$208K | 0.06% | 182 |
|
|
2014
Q3 | – | Sell |
-6,783
| Closed | -$157K | – | 188 |
|
|
2014
Q2 | $157K | Buy |
+6,783
| New | +$157K | 0.07% | 166 |
|