Xact Kapitalforvaltning’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $273K | Hold |
5,937
| – | – | 0.01% | 1062 |
|
2019
Q4 | $444K | Hold |
5,937
| – | – | 0.01% | 1034 |
|
2019
Q3 | $476K | Hold |
5,937
| – | – | 0.01% | 932 |
|
2019
Q2 | $526K | Hold |
5,937
| – | – | 0.01% | 885 |
|
2019
Q1 | $540K | Hold |
5,937
| – | – | 0.01% | 875 |
|
2018
Q4 | $425K | Hold |
5,937
| – | – | 0.01% | 999 |
|
2018
Q3 | $597K | Hold |
5,937
| – | – | 0.01% | 846 |
|
2018
Q2 | $626K | Buy |
5,937
+900
| +18% | +$94.9K | 0.01% | 782 |
|
2018
Q1 | $439K | Buy |
5,037
+1,700
| +51% | +$148K | 0.01% | 925 |
|
2017
Q4 | $300K | Buy |
+3,337
| New | +$300K | 0.01% | 947 |
|