EWM
Evercore Wealth Management’s Aptiv APTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,038
| Closed | -$266K | – | 429 |
|
|
2020
Q4 | $266K | Buy |
+2,038
| New | +$266K | 0.01% | 379 |
|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$85K | – | 379 |
|
|
2017
Q4 | $85K | Hold |
1,000
| – | – | ﹤0.01% | 492 |
|
|
2017
Q3 | $98K | Hold |
1,000
| – | – | ﹤0.01% | 465 |
|
|
2017
Q2 | $88K | Sell |
1,000
-273
| -21% | -$24K | ﹤0.01% | 493 |
|
|
2017
Q1 | $102K | Buy |
1,273
+68
| +6% | +$5.45K | ﹤0.01% | 479 |
|
|
2016
Q4 | $81K | Buy |
1,205
+284
| +31% | +$19.1K | ﹤0.01% | 532 |
|
|
2016
Q3 | $66K | Sell |
921
-316
| -26% | -$22.6K | ﹤0.01% | 548 |
|
|
2016
Q2 | $77K | Buy |
1,237
+402
| +48% | +$25K | ﹤0.01% | 503 |
|
|
2016
Q1 | $63K | Buy |
835
+102
| +14% | +$7.7K | ﹤0.01% | 526 |
|
|
2015
Q4 | $63K | Buy |
733
+653
| +816% | +$56.1K | ﹤0.01% | 553 |
|
|
2015
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 872 |
|
|
2015
Q2 | – | Sell |
-117
| Closed | -$9K | – | 1058 |
|
|
2015
Q1 | $9K | Hold |
117
| – | – | ﹤0.01% | 874 |
|
|
2014
Q4 | $9K | Hold |
117
| – | – | ﹤0.01% | 752 |
|
|
2014
Q3 | $7K | Hold |
117
| – | – | ﹤0.01% | 841 |
|
|
2014
Q2 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 857 |
|