EWM
Evercore Wealth Management’s Allegion ALLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-120
| Closed | -$10K | – | 369 |
|
|
2017
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 805 |
|
|
2017
Q3 | $10K | Sell |
120
-33
| -22% | -$2.75K | ﹤0.01% | 788 |
|
|
2017
Q2 | $13K | Sell |
153
-33
| -18% | -$2.8K | ﹤0.01% | 779 |
|
|
2017
Q1 | $14K | Hold |
186
| – | – | ﹤0.01% | 791 |
|
|
2016
Q4 | $12K | Hold |
186
| – | – | ﹤0.01% | 810 |
|
|
2016
Q3 | $13K | Hold |
186
| – | – | ﹤0.01% | 837 |
|
|
2016
Q2 | $13K | Sell |
186
-173
| -48% | -$12.1K | ﹤0.01% | 818 |
|
|
2016
Q1 | $23K | Hold |
359
| – | – | ﹤0.01% | 695 |
|
|
2015
Q4 | $23K | Buy |
359
+293
| +444% | +$18.8K | ﹤0.01% | 739 |
|
|
2015
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 895 |
|
|
2015
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 997 |
|
|
2015
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 932 |
|
|
2014
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 802 |
|
|
2014
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 876 |
|
|
2014
Q2 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 925 |
|