EWM
ADT
Evercore Wealth Management’s ADT CORP ADT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,248
| Closed | -$51K | – | 1066 |
|
|
2016
Q1 | $51K | Sell |
1,248
-25
| -2% | -$1.02K | ﹤0.01% | 563 |
|
|
2015
Q4 | $42K | Hold |
1,273
| – | – | ﹤0.01% | 625 |
|
|
2015
Q3 | $38K | Hold |
1,273
| – | – | ﹤0.01% | 638 |
|
|
2015
Q2 | $43K | Sell |
1,273
-689
| -35% | -$23.3K | ﹤0.01% | 666 |
|
|
2015
Q1 | $82K | Buy |
1,962
+81
| +4% | +$3.39K | ﹤0.01% | 560 |
|
|
2014
Q4 | $69K | Hold |
1,881
| – | – | ﹤0.01% | 518 |
|
|
2014
Q3 | $68K | Hold |
1,881
| – | – | ﹤0.01% | 571 |
|
|
2014
Q2 | $66K | Buy |
1,881
+95
| +5% | +$3.33K | ﹤0.01% | 574 |
|
|
2014
Q1 | $53K | Sell |
1,786
-948
| -35% | -$28.1K | ﹤0.01% | 588 |
|
|
2013
Q4 | $110K | Sell |
2,734
-28
| -1% | -$1.13K | 0.01% | 444 |
|
|
2013
Q3 | $112K | Buy |
2,762
+28
| +1% | +$1.14K | 0.01% | 473 |
|
|
2013
Q2 | $109K | Buy |
+2,734
| New | +$109K | 0.01% | 480 |
|