Zeke Capital Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,649
| Closed | -$290K | – | 306 |
|
|
2020
Q4 | $290K | Sell |
2,649
-7,432
| -74% | -$814K | 0.02% | 191 |
|
|
2020
Q3 | $660K | Sell |
10,081
-500
| -5% | -$32.7K | 0.08% | 87 |
|
|
2020
Q2 | $623K | Buy |
+10,581
| New | +$623K | 0.12% | 82 |
|
|
2018
Q3 | – | Sell |
-2,289
| Closed | -$241K | – | 678 |
|
|
2018
Q2 | $241K | Buy |
+2,289
| New | +$241K | 0.02% | 484 |
|
|
2018
Q1 | – | Sell |
-2,289
| Closed | -$206K | – | 665 |
|
|
2017
Q4 | $206K | Buy |
+2,289
| New | +$206K | 0.02% | 504 |
|