EWM
Evercore Wealth Management’s Alaska Air ALK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-700
| Closed | -$51K | – | 367 |
|
|
2017
Q4 | $51K | Buy |
700
+325
| +87% | +$23.7K | ﹤0.01% | 576 |
|
|
2017
Q3 | $29K | Hold |
375
| – | – | ﹤0.01% | 640 |
|
|
2017
Q2 | $34K | Sell |
375
-135
| -26% | -$12.2K | ﹤0.01% | 626 |
|
|
2017
Q1 | $47K | Buy |
510
+135
| +36% | +$12.4K | ﹤0.01% | 606 |
|
|
2016
Q4 | $33K | Sell |
375
-63
| -14% | -$5.54K | ﹤0.01% | 674 |
|
|
2016
Q3 | $29K | Buy |
438
+375
| +595% | +$24.8K | ﹤0.01% | 710 |
|
|
2016
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 937 |
|
|
2016
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 849 |
|
|
2015
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 909 |
|