EWM
Evercore Wealth Management’s America Movil AMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,700
| Closed | -$45K | – | 1001 |
|
|
2015
Q3 | $45K | Hold |
2,700
| – | – | ﹤0.01% | 598 |
|
|
2015
Q2 | $58K | Sell |
2,700
-4,035
| -60% | -$86.7K | ﹤0.01% | 611 |
|
|
2015
Q1 | $138K | Buy |
6,735
+4,035
| +149% | +$82.7K | 0.01% | 477 |
|
|
2014
Q4 | $60K | Sell |
2,700
-2,600
| -49% | -$57.8K | ﹤0.01% | 535 |
|
|
2014
Q3 | $134K | Hold |
5,300
| – | – | 0.01% | 465 |
|
|
2014
Q2 | $110K | Hold |
5,300
| – | – | 0.01% | 490 |
|
|
2014
Q1 | $106K | Hold |
5,300
| – | – | 0.01% | 473 |
|
|
2013
Q4 | $124K | Sell |
5,300
-6,158
| -54% | -$144K | 0.01% | 423 |
|
|
2013
Q3 | $227K | Buy |
11,458
+266
| +2% | +$5.27K | 0.01% | 386 |
|
|
2013
Q2 | $244K | Buy |
+11,192
| New | +$244K | 0.01% | 376 |
|