EWM
ALEX
Evercore Wealth Management’s Alexander & Baldwin ALEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$4K | – | 983 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 899 |
|
|
2014
Q4 | – | Sell |
-320
| Closed | -$12K | – | 868 |
|
|
2014
Q3 | $12K | Hold |
320
| – | – | ﹤0.01% | 800 |
|
|
2014
Q2 | $13K | Hold |
320
| – | – | ﹤0.01% | 796 |
|
|
2014
Q1 | $14K | Hold |
320
| – | – | ﹤0.01% | 792 |
|
|
2013
Q4 | $13K | Sell |
320
-514
| -62% | -$20.9K | ﹤0.01% | 739 |
|
|
2013
Q3 | $31K | Hold |
834
| – | – | ﹤0.01% | 622 |
|
|
2013
Q2 | $33K | Buy |
+834
| New | +$33K | ﹤0.01% | 610 |
|