Y-Intercept (HK)’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,563
| Closed | -$1.91M | – | 1730 |
|
|
2025
Q1 | $1.91M | Buy |
9,563
+2,475
| +35% | +$494K | 0.13% | 200 |
|
|
2024
Q4 | $1.96M | Buy |
+7,088
| New | +$1.96M | 0.13% | 217 |
|
|
2023
Q2 | – | Sell |
-11,617
| Closed | -$1.34M | – | 1398 |
|
|
2023
Q1 | $1.34M | Buy |
+11,617
| New | +$1.34M | 0.16% | 185 |
|
|
2022
Q3 | – | Sell |
-6,990
| Closed | -$654K | – | 1061 |
|
|
2022
Q2 | $654K | Buy |
+6,990
| New | +$654K | 0.09% | 340 |
|