EWM
Evercore Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-405
| Closed | -$54K | – | 378 |
|
|
2017
Q4 | $54K | Sell |
405
-100
| -20% | -$13.3K | ﹤0.01% | 569 |
|
|
2017
Q3 | $74K | Hold |
505
| – | – | ﹤0.01% | 517 |
|
|
2017
Q2 | $67K | Buy |
505
+100
| +25% | +$13.3K | ﹤0.01% | 536 |
|
|
2017
Q1 | $48K | Sell |
405
-16
| -4% | -$1.9K | ﹤0.01% | 603 |
|
|
2016
Q4 | $47K | Buy |
421
+16
| +4% | +$1.79K | ﹤0.01% | 616 |
|
|
2016
Q3 | $46K | Hold |
405
| – | – | ﹤0.01% | 616 |
|
|
2016
Q2 | $44K | Buy |
405
+55
| +16% | +$5.98K | ﹤0.01% | 603 |
|
|
2016
Q1 | $37K | Hold |
350
| – | – | ﹤0.01% | 622 |
|
|
2015
Q4 | $32K | Hold |
350
| – | – | ﹤0.01% | 672 |
|
|
2015
Q3 | $31K | Sell |
350
-45
| -11% | -$3.99K | ﹤0.01% | 661 |
|
|
2015
Q2 | $39K | Hold |
395
| – | – | ﹤0.01% | 675 |
|
|
2015
Q1 | $38K | Sell |
395
-305
| -44% | -$29.3K | ﹤0.01% | 668 |
|
|
2014
Q4 | $66K | Sell |
700
-1,350
| -66% | -$127K | ﹤0.01% | 523 |
|
|
2014
Q3 | $180K | Buy |
2,050
+1,326
| +183% | +$116K | 0.01% | 415 |
|
|
2014
Q2 | $65K | Buy |
724
+24
| +3% | +$2.16K | ﹤0.01% | 575 |
|
|
2014
Q1 | $59K | Buy |
+700
| New | +$59K | ﹤0.01% | 571 |
|
|
2013
Q4 | – | Sell |
-42
| Closed | -$4K | – | 847 |
|
|
2013
Q3 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 874 |
|