EWM
Evercore Wealth Management’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-659
| Closed | -$76K | – | 1021 |
|
|
2016
Q2 | $76K | Hold |
659
| – | – | ﹤0.01% | 505 |
|
|
2016
Q1 | $72K | Hold |
659
| – | – | ﹤0.01% | 506 |
|
|
2015
Q4 | $68K | Buy |
659
+609
| +1,218% | +$62.8K | ﹤0.01% | 541 |
|
|
2015
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 885 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 973 |
|
|
2015
Q1 | $6K | Sell |
50
-44
| -47% | -$5.28K | ﹤0.01% | 915 |
|
|
2014
Q4 | $11K | Hold |
94
| – | – | ﹤0.01% | 731 |
|
|
2014
Q3 | $10K | Hold |
94
| – | – | ﹤0.01% | 815 |
|
|
2014
Q2 | $10K | Hold |
94
| – | – | ﹤0.01% | 833 |
|
|
2014
Q1 | $9K | Hold |
94
| – | – | ﹤0.01% | 827 |
|
|
2013
Q4 | $9K | Hold |
94
| – | – | ﹤0.01% | 761 |
|
|
2013
Q3 | $9K | Hold |
94
| – | – | ﹤0.01% | 759 |
|
|
2013
Q2 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 731 |
|