EWM
Evercore Wealth Management’s Advance Auto Parts AAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-430
| Closed | -$68K | – | 947 |
|
|
2015
Q2 | $68K | Hold |
430
| – | – | ﹤0.01% | 584 |
|
|
2015
Q1 | $64K | Hold |
430
| – | – | ﹤0.01% | 594 |
|
|
2014
Q4 | $68K | Hold |
430
| – | – | ﹤0.01% | 519 |
|
|
2014
Q3 | $56K | Hold |
430
| – | – | ﹤0.01% | 595 |
|
|
2014
Q2 | $58K | Hold |
430
| – | – | ﹤0.01% | 592 |
|
|
2014
Q1 | $54K | Hold |
430
| – | – | ﹤0.01% | 584 |
|
|
2013
Q4 | $48K | Hold |
430
| – | – | ﹤0.01% | 566 |
|
|
2013
Q3 | $36K | Sell |
430
-2,057
| -83% | -$172K | ﹤0.01% | 606 |
|
|
2013
Q2 | $202K | Buy |
+2,487
| New | +$202K | 0.01% | 395 |
|