EWM
Evercore Wealth Management’s Azenta AZTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,260
| Closed | -$436K | – | 402 |
|
|
2019
Q2 | $436K | Hold |
11,260
| – | – | 0.01% | 289 |
|
|
2019
Q1 | $330K | Hold |
11,260
| – | – | 0.01% | 318 |
|
|
2018
Q4 | $295K | Sell |
11,260
-3,000
| -21% | -$78.6K | 0.01% | 314 |
|
|
2018
Q3 | $500K | Hold |
14,260
| – | – | 0.02% | 276 |
|
|
2018
Q2 | $465K | Hold |
14,260
| – | – | 0.02% | 278 |
|
|
2018
Q1 | $386K | Sell |
14,260
-3,500
| -20% | -$94.7K | 0.01% | 270 |
|
|
2017
Q4 | $424K | Hold |
17,760
| – | – | 0.02% | 273 |
|
|
2017
Q3 | $539K | Hold |
17,760
| – | – | 0.02% | 242 |
|
|
2017
Q2 | $385K | Hold |
17,760
| – | – | 0.01% | 284 |
|
|
2017
Q1 | $398K | Hold |
17,760
| – | – | 0.02% | 285 |
|
|
2016
Q4 | $303K | Hold |
17,760
| – | – | 0.01% | 309 |
|
|
2016
Q3 | $242K | Hold |
17,760
| – | – | 0.01% | 338 |
|
|
2016
Q2 | $199K | Hold |
17,760
| – | – | 0.01% | 362 |
|
|
2016
Q1 | $185K | Hold |
17,760
| – | – | 0.01% | 371 |
|
|
2015
Q4 | $190K | Hold |
17,760
| – | – | 0.01% | 373 |
|
|
2015
Q3 | $208K | Hold |
17,760
| – | – | 0.01% | 373 |
|
|
2015
Q2 | $203K | Hold |
17,760
| – | – | 0.01% | 416 |
|
|
2015
Q1 | $207K | Hold |
17,760
| – | – | 0.01% | 409 |
|
|
2014
Q4 | $226K | Hold |
17,760
| – | – | 0.01% | 343 |
|
|
2014
Q3 | $187K | Hold |
17,760
| – | – | 0.01% | 407 |
|
|
2014
Q2 | $191K | Hold |
17,760
| – | – | 0.01% | 396 |
|
|
2014
Q1 | $194K | Hold |
17,760
| – | – | 0.01% | 380 |
|
|
2013
Q4 | $186K | Hold |
17,760
| – | – | 0.01% | 373 |
|
|
2013
Q3 | $165K | Hold |
17,760
| – | – | 0.01% | 414 |
|
|
2013
Q2 | $173K | Buy |
+17,760
| New | +$173K | 0.01% | 418 |
|