Evercore Wealth Management’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 352 |
|
|
2017
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 685 |
|
|
2017
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 677 |
|
|
2017
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 684 |
|
|
2017
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 730 |
|
|
2016
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 730 |
|
|
2016
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 749 |
|
|
2016
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 725 |
|
|
2016
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 694 |
|
|
2015
Q4 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 729 |
|
|
2015
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 681 |
|
|
2015
Q2 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 717 |
|
|
2015
Q1 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 705 |
|
|
2014
Q4 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 629 |
|
|
2014
Q3 | $26K | Sell |
1,000
-1,000
| -50% | -$26K | ﹤0.01% | 698 |
|
|
2014
Q2 | $52K | Hold |
2,000
| – | – | ﹤0.01% | 607 |
|
|
2014
Q1 | $50K | Buy |
+2,000
| New | +$50K | ﹤0.01% | 594 |
|