EWM
Evercore Wealth Management’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,075
| Closed | -$50K | – | 383 |
|
|
2017
Q4 | $50K | Buy |
+2,075
| New | +$50K | ﹤0.01% | 579 |
|
|
2017
Q2 | – | Sell |
-168
| Closed | -$3K | – | 967 |
|
|
2017
Q1 | $3K | Hold |
168
| – | – | ﹤0.01% | 914 |
|
|
2016
Q4 | $3K | Hold |
168
| – | – | ﹤0.01% | 917 |
|
|
2016
Q3 | $3K | Hold |
168
| – | – | ﹤0.01% | 973 |
|
|
2016
Q2 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 988 |
|