EWM
Evercore Wealth Management’s Assertio ASRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$38K | – | 1003 |
|
|
2015
Q3 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 631 |
|
|
2015
Q2 | $43K | Hold |
2,000
| – | – | ﹤0.01% | 664 |
|
|
2015
Q1 | $45K | Hold |
2,000
| – | – | ﹤0.01% | 643 |
|
|
2014
Q4 | $32K | Buy |
+2,000
| New | +$32K | ﹤0.01% | 601 |
|