EWM
Evercore Wealth Management’s Agnico Eagle Mines AEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-300
| Closed | -$14K | – | 358 |
|
|
2017
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 767 |
|
|
2017
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 759 |
|
|
2017
Q2 | $14K | Sell |
300
-76
| -20% | -$3.55K | ﹤0.01% | 763 |
|
|
2017
Q1 | $16K | Hold |
376
| – | – | ﹤0.01% | 780 |
|
|
2016
Q4 | $16K | Buy |
376
+76
| +25% | +$3.23K | ﹤0.01% | 773 |
|
|
2016
Q3 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 806 |
|
|
2016
Q1 | – | Sell |
-345
| Closed | -$9K | – | 939 |
|
|
2015
Q4 | $9K | Hold |
345
| – | – | ﹤0.01% | 858 |
|
|
2015
Q3 | $9K | Hold |
345
| – | – | ﹤0.01% | 845 |
|
|
2015
Q2 | $10K | Buy |
+345
| New | +$10K | ﹤0.01% | 896 |
|