World Asset Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $250K | Sell |
1,869
-153
| -8% | -$20.5K | 0.02% | 711 |
|
|
2021
Q2 | $285K | Sell |
2,022
-203
| -9% | -$28.6K | 0.03% | 696 |
|
|
2021
Q1 | $312K | Sell |
2,225
-92
| -4% | -$12.9K | 0.03% | 672 |
|
|
2020
Q4 | $254K | Buy |
+2,317
| New | +$254K | 0.02% | 716 |
|
|
2019
Q2 | – | Sell |
-2,313
| Closed | -$210K | – | 1197 |
|
|
2019
Q1 | $210K | Buy |
+2,313
| New | +$210K | 0.01% | 1026 |
|
|
2018
Q4 | – | Sell |
-2,437
| Closed | -$245K | – | 1130 |
|
|
2018
Q3 | $245K | Buy |
2,437
+22
| +0.9% | +$2.21K | 0.01% | 1044 |
|
|
2018
Q2 | $255K | Buy |
+2,415
| New | +$255K | 0.01% | 1038 |
|
|
2018
Q1 | – | Sell |
-2,265
| Closed | -$204K | – | 1385 |
|
|
2017
Q4 | $204K | Sell |
2,265
-355
| -14% | -$32K | 0.01% | 1369 |
|
|
2017
Q3 | $210K | Buy |
+2,620
| New | +$210K | 0.01% | 1359 |
|