EWM
Evercore Wealth Management’s Alcoa AA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-176
| Closed | -$6K | – | 962 |
|
|
2017
Q1 | $6K | Hold |
176
| – | – | ﹤0.01% | 864 |
|
|
2016
Q4 | $5K | Sell |
176
-209
| -54% | -$5.94K | ﹤0.01% | 878 |
|
|
2016
Q3 | $4K | Hold |
385
| – | – | ﹤0.01% | 948 |
|
|
2016
Q2 | $4K | Hold |
385
| – | – | ﹤0.01% | 936 |
|
|
2016
Q1 | $4K | Sell |
385
-223
| -37% | -$2.32K | ﹤0.01% | 867 |
|
|
2015
Q4 | $6K | Buy |
608
+368
| +153% | +$3.63K | ﹤0.01% | 893 |
|
|
2015
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 921 |
|
|
2015
Q2 | $3K | Sell |
240
-162,099
| -100% | -$2.03M | ﹤0.01% | 1005 |
|
|
2015
Q1 | $2.1M | Buy |
162,339
+161,984
| +45,629% | +$2.09M | 0.1% | 134 |
|
|
2014
Q4 | $6K | Hold |
355
| – | – | ﹤0.01% | 779 |
|
|
2014
Q3 | $6K | Buy |
+355
| New | +$6K | ﹤0.01% | 854 |
|