Wright Investors Service’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,611
| Closed | -$695K | – | 148 |
|
|
2024
Q1 | $695K | Sell |
3,611
-100
| -3% | -$19.3K | 0.18% | 117 |
|
|
2023
Q4 | $635K | Sell |
3,711
-22
| -0.6% | -$3.76K | 0.18% | 113 |
|
|
2023
Q3 | $515K | Sell |
3,733
-162
| -4% | -$22.3K | 0.15% | 120 |
|
|
2023
Q2 | $481K | Sell |
3,895
-3,249
| -45% | -$402K | 0.14% | 124 |
|
|
2023
Q1 | $824K | Sell |
7,144
-3,131
| -30% | -$361K | 0.23% | 110 |
|
|
2022
Q4 | $1.12M | Sell |
10,275
-109
| -1% | -$11.9K | 0.32% | 91 |
|
|
2022
Q3 | $854K | Buy |
10,384
+2,419
| +30% | +$199K | 0.27% | 97 |
|
|
2022
Q2 | $745K | Buy |
7,965
+514
| +7% | +$48.1K | 0.21% | 107 |
|
|
2022
Q1 | $830K | Buy |
+7,451
| New | +$830K | 0.21% | 110 |
|
|
2019
Q3 | – | Sell |
-3,850
| Closed | -$341K | – | 152 |
|
|
2019
Q2 | $341K | Buy |
3,850
+31
| +0.8% | +$2.75K | 0.13% | 124 |
|
|
2019
Q1 | $348K | Buy |
+3,819
| New | +$348K | 0.14% | 122 |
|