EWM
AABA
Evercore Wealth Management’s Altaba Inc. Common Stock AABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,600
| Closed | -$250K | – | 428 |
|
|
2019
Q2 | $250K | Hold |
3,600
| – | – | 0.01% | 362 |
|
|
2019
Q1 | $267K | Hold |
3,600
| – | – | 0.01% | 348 |
|
|
2018
Q4 | $209K | Hold |
3,600
| – | – | 0.01% | 356 |
|
|
2018
Q3 | $245K | Hold |
3,600
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $264K | Hold |
3,600
| – | – | 0.01% | 350 |
|
|
2018
Q1 | $267K | Hold |
3,600
| – | – | 0.01% | 309 |
|
|
2017
Q4 | $251K | Sell |
3,600
-150
| -4% | -$10.5K | 0.01% | 329 |
|
|
2017
Q3 | $248K | Sell |
3,750
-200
| -5% | -$13.2K | 0.01% | 337 |
|
|
2017
Q2 | $215K | Buy |
+3,950
| New | +$215K | 0.01% | 353 |
|