EWM
Evercore Wealth Management’s AeroVironment AVAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,800
| Closed | -$271K | – | 425 |
|
|
2018
Q2 | $271K | Buy |
+3,800
| New | +$271K | 0.01% | 344 |
|
|
2018
Q1 | – | Sell |
-3,800
| Closed | -$213K | – | 385 |
|
|
2017
Q4 | $213K | Sell |
3,800
-200
| -5% | -$11.2K | 0.01% | 355 |
|
|
2017
Q3 | $216K | Hold |
4,000
| – | – | 0.01% | 353 |
|
|
2017
Q2 | $153K | Hold |
4,000
| – | – | 0.01% | 401 |
|
|
2017
Q1 | $112K | Hold |
4,000
| – | – | ﹤0.01% | 459 |
|
|
2016
Q4 | $107K | Hold |
4,000
| – | – | ﹤0.01% | 479 |
|
|
2016
Q3 | $98K | Hold |
4,000
| – | – | ﹤0.01% | 487 |
|
|
2016
Q2 | $111K | Hold |
4,000
| – | – | ﹤0.01% | 443 |
|
|
2016
Q1 | $113K | Hold |
4,000
| – | – | 0.01% | 432 |
|
|
2015
Q4 | $118K | Hold |
4,000
| – | – | 0.01% | 460 |
|
|
2015
Q3 | $80K | Hold |
4,000
| – | – | ﹤0.01% | 519 |
|
|
2015
Q2 | $104K | Hold |
4,000
| – | – | ﹤0.01% | 512 |
|
|
2015
Q1 | $106K | Hold |
4,000
| – | – | ﹤0.01% | 518 |
|
|
2014
Q4 | $109K | Hold |
4,000
| – | – | 0.01% | 456 |
|
|
2014
Q3 | $120K | Hold |
4,000
| – | – | 0.01% | 483 |
|
|
2014
Q2 | $127K | Hold |
4,000
| – | – | 0.01% | 471 |
|
|
2014
Q1 | $161K | Hold |
4,000
| – | – | 0.01% | 410 |
|
|
2013
Q4 | $117K | Hold |
4,000
| – | – | 0.01% | 433 |
|
|
2013
Q3 | $92K | Hold |
4,000
| – | – | 0.01% | 499 |
|
|
2013
Q2 | $81K | Buy |
+4,000
| New | +$81K | ﹤0.01% | 510 |
|