Evercore Wealth Management’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,498
| Closed | -$89K | – | 362 |
|
|
2017
Q4 | $89K | Sell |
1,498
-87
| -5% | -$5.17K | ﹤0.01% | 487 |
|
|
2017
Q3 | $97K | Sell |
1,585
-55
| -3% | -$3.37K | ﹤0.01% | 468 |
|
|
2017
Q2 | $103K | Sell |
1,640
-198
| -11% | -$12.4K | ﹤0.01% | 462 |
|
|
2017
Q1 | $115K | Sell |
1,838
-589
| -24% | -$36.9K | ﹤0.01% | 452 |
|
|
2016
Q4 | $159K | Sell |
2,427
-2,408
| -50% | -$158K | 0.01% | 414 |
|
|
2016
Q3 | $286K | Sell |
4,835
-82
| -2% | -$4.85K | 0.01% | 315 |
|
|
2016
Q2 | $260K | Buy |
4,917
+2,500
| +103% | +$132K | 0.01% | 320 |
|
|
2016
Q1 | $130K | Buy |
2,417
+88
| +4% | +$4.73K | 0.01% | 417 |
|
|
2015
Q4 | $144K | Sell |
2,329
-541
| -19% | -$33.5K | 0.01% | 433 |
|
|
2015
Q3 | $163K | Buy |
2,870
+497
| +21% | +$28.2K | 0.01% | 415 |
|
|
2015
Q2 | $148K | Sell |
2,373
-15
| -0.6% | -$936 | 0.01% | 470 |
|
|
2015
Q1 | $131K | Buy |
2,388
+358
| +18% | +$19.6K | 0.01% | 484 |
|
|
2014
Q4 | $113K | Buy |
2,030
+485
| +31% | +$27K | 0.01% | 440 |
|
|
2014
Q3 | $84K | Hold |
1,545
| – | – | ﹤0.01% | 536 |
|
|
2014
Q2 | $85K | Buy |
1,545
+185
| +14% | +$10.2K | ﹤0.01% | 533 |
|
|
2014
Q1 | $69K | Sell |
1,360
-44
| -3% | -$2.23K | ﹤0.01% | 542 |
|
|
2013
Q4 | $72K | Sell |
1,404
-6,842
| -83% | -$351K | ﹤0.01% | 505 |
|
|
2013
Q3 | $400K | Sell |
8,246
-1,314
| -14% | -$63.7K | 0.02% | 305 |
|
|
2013
Q2 | $428K | Buy |
+9,560
| New | +$428K | 0.02% | 295 |
|