EWM
ACAS
Evercore Wealth Management’s American Capital Ltd ACAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,274
| Closed | -$19K | – | 1132 |
|
|
2015
Q1 | $19K | Hold |
1,274
| – | – | ﹤0.01% | 796 |
|
|
2014
Q4 | $19K | Sell |
1,274
-4,014
| -76% | -$59.9K | ﹤0.01% | 676 |
|
|
2014
Q3 | $75K | Buy |
5,288
+701
| +15% | +$9.94K | ﹤0.01% | 554 |
|
|
2014
Q2 | $70K | Hold |
4,587
| – | – | ﹤0.01% | 564 |
|
|
2014
Q1 | $72K | Hold |
4,587
| – | – | ﹤0.01% | 535 |
|
|
2013
Q4 | $72K | Hold |
4,587
| – | – | ﹤0.01% | 509 |
|
|
2013
Q3 | $64K | Sell |
4,587
-254
| -5% | -$3.54K | ﹤0.01% | 543 |
|
|
2013
Q2 | $61K | Buy |
+4,841
| New | +$61K | ﹤0.01% | 546 |
|