EWM
Evercore Wealth Management’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-229
| Closed | -$10K | – | 382 |
|
|
2017
Q4 | $10K | Sell |
229
-16
| -7% | -$699 | ﹤0.01% | 808 |
|
|
2017
Q3 | $10K | Sell |
245
-6
| -2% | -$245 | ﹤0.01% | 790 |
|
|
2017
Q2 | $8K | Sell |
251
-236
| -48% | -$7.52K | ﹤0.01% | 843 |
|
|
2017
Q1 | $14K | Sell |
487
-66
| -12% | -$1.9K | ﹤0.01% | 792 |
|
|
2016
Q4 | $12K | Buy |
+553
| New | +$12K | ﹤0.01% | 811 |
|