EWM
Evercore Wealth Management’s Alliance Resource Partners ARLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-800
| Closed | -$18K | – | 1002 |
|
|
2015
Q3 | $18K | Hold |
800
| – | – | ﹤0.01% | 757 |
|
|
2015
Q2 | $20K | Sell |
800
-1,800
| -69% | -$45K | ﹤0.01% | 789 |
|
|
2015
Q1 | $87K | Hold |
2,600
| – | – | ﹤0.01% | 550 |
|
|
2014
Q4 | $111K | Buy |
2,600
+800
| +44% | +$34.2K | 0.01% | 449 |
|
|
2014
Q3 | $77K | Hold |
1,800
| – | – | ﹤0.01% | 547 |
|
|
2014
Q2 | $84K | Buy |
1,800
+900
| +100% | +$42K | ﹤0.01% | 534 |
|
|
2014
Q1 | $76K | Hold |
900
| – | – | ﹤0.01% | 525 |
|
|
2013
Q4 | $69K | Hold |
900
| – | – | ﹤0.01% | 515 |
|
|
2013
Q3 | $67K | Hold |
900
| – | – | ﹤0.01% | 535 |
|
|
2013
Q2 | $64K | Buy |
+900
| New | +$64K | ﹤0.01% | 538 |
|