EWM
Evercore Wealth Management’s American Airlines Group AAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,843
| Closed | -$220K | – | 408 |
|
|
2018
Q4 | $220K | Buy |
+6,843
| New | +$220K | 0.01% | 349 |
|
|
2018
Q1 | – | Sell |
-4,443
| Closed | -$231K | – | 351 |
|
|
2017
Q4 | $231K | Buy |
4,443
+3,000
| +208% | +$156K | 0.01% | 342 |
|
|
2017
Q3 | $68K | Sell |
1,443
-100
| -6% | -$4.71K | ﹤0.01% | 532 |
|
|
2017
Q2 | $77K | Buy |
1,543
+100
| +7% | +$4.99K | ﹤0.01% | 516 |
|
|
2017
Q1 | $61K | Sell |
1,443
-1,038
| -42% | -$43.9K | ﹤0.01% | 564 |
|
|
2016
Q4 | $116K | Sell |
2,481
-2,159
| -47% | -$101K | ﹤0.01% | 465 |
|
|
2016
Q3 | $170K | Buy |
4,640
+39
| +0.8% | +$1.43K | 0.01% | 404 |
|
|
2016
Q2 | $130K | Buy |
4,601
+1,727
| +60% | +$48.8K | 0.01% | 423 |
|
|
2016
Q1 | $118K | Sell |
2,874
-3,272
| -53% | -$134K | 0.01% | 426 |
|
|
2015
Q4 | $260K | Sell |
6,146
-1,297
| -17% | -$54.9K | 0.01% | 329 |
|
|
2015
Q3 | $289K | Sell |
7,443
-200
| -3% | -$7.77K | 0.01% | 333 |
|
|
2015
Q2 | $306K | Sell |
7,643
-300
| -4% | -$12K | 0.01% | 351 |
|
|
2015
Q1 | $419K | Buy |
7,943
+1,500
| +23% | +$79.1K | 0.02% | 301 |
|
|
2014
Q4 | $346K | Hold |
6,443
| – | – | 0.02% | 297 |
|
|
2014
Q3 | $229K | Buy |
6,443
+93
| +1% | +$3.31K | 0.01% | 371 |
|
|
2014
Q2 | $273K | Buy |
6,350
+6,037
| +1,929% | +$260K | 0.01% | 348 |
|
|
2014
Q1 | $11K | Buy |
313
+300
| +2,308% | +$10.5K | ﹤0.01% | 811 |
|
|
2013
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 842 |
|