EWM
Evercore Wealth Management’s Assured Guaranty AGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-706
| Closed | -$24K | – | 361 |
|
|
2017
Q4 | $24K | Hold |
706
| – | – | ﹤0.01% | 696 |
|
|
2017
Q3 | $27K | Hold |
706
| – | – | ﹤0.01% | 652 |
|
|
2017
Q2 | $29K | Sell |
706
-2,675
| -79% | -$110K | ﹤0.01% | 649 |
|
|
2017
Q1 | $125K | Buy |
3,381
+2,675
| +379% | +$98.9K | ﹤0.01% | 435 |
|
|
2016
Q4 | $27K | Hold |
706
| – | – | ﹤0.01% | 709 |
|
|
2016
Q3 | $20K | Hold |
706
| – | – | ﹤0.01% | 764 |
|
|
2016
Q2 | $18K | Buy |
+706
| New | +$18K | ﹤0.01% | 770 |
|
|
2014
Q2 | – | Sell |
-3,450
| Closed | -$87K | – | 1004 |
|
|
2014
Q1 | $87K | Buy |
+3,450
| New | +$87K | ﹤0.01% | 510 |
|