EWM
AOL
Evercore Wealth Management’s AOL INC COMMON STOCK AOL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-130
| Closed | -$5K | – | 1126 |
|
2015
Q1 | $5K | Hold |
130
| – | – | ﹤0.01% | 931 |
|
2014
Q4 | $6K | Hold |
130
| – | – | ﹤0.01% | 788 |
|
2014
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 863 |
|
2014
Q2 | $5K | Hold |
130
| – | – | ﹤0.01% | 920 |
|
2014
Q1 | $6K | Buy |
130
+15
| +13% | +$692 | ﹤0.01% | 855 |
|
2013
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 806 |
|
2013
Q3 | $4K | Hold |
115
| – | – | ﹤0.01% | 921 |
|
2013
Q2 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 771 |
|