EWM
Evercore Wealth Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-108
| Closed | -$11K | – | 363 |
|
|
2017
Q4 | $11K | Hold |
108
| – | – | ﹤0.01% | 793 |
|
|
2017
Q3 | $10K | Hold |
108
| – | – | ﹤0.01% | 787 |
|
|
2017
Q2 | $11K | Hold |
108
| – | – | ﹤0.01% | 802 |
|
|
2017
Q1 | $10K | Hold |
108
| – | – | ﹤0.01% | 820 |
|
|
2016
Q4 | $10K | Hold |
108
| – | – | ﹤0.01% | 820 |
|
|
2016
Q3 | $10K | Sell |
108
-132
| -55% | -$12.2K | ﹤0.01% | 864 |
|
|
2016
Q2 | $21K | Buy |
+240
| New | +$21K | ﹤0.01% | 741 |
|
|
2014
Q3 | – | Sell |
-22
| Closed | -$1K | – | 934 |
|
|
2014
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 988 |
|