Winslow Evans & Crocker’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-875
| Closed | -$68.2K | – | 1149 |
|
|
2017
Q2 | $68.2K | Sell |
875
-3,375
| -79% | -$263K | 0.02% | 495 |
|
|
2017
Q1 | $331K | Buy |
+4,250
| New | +$331K | 0.1% | 207 |
|
|
2014
Q4 | – | Sell |
-92
| Closed | -$4.32K | – | 1334 |
|
|
2014
Q3 | $4.32K | Sell |
92
-42
| -31% | -$1.97K | ﹤0.01% | 1130 |
|
|
2014
Q2 | $7.72K | Hold |
134
| – | – | ﹤0.01% | 919 |
|
|
2014
Q1 | $7.4K | Hold |
134
| – | – | ﹤0.01% | 924 |
|
|
2013
Q4 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 984 |
|