EWM
Evercore Wealth Management’s Alibaba BABA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,700
| Closed | -$100K | – | 1006 |
|
|
2015
Q3 | $100K | Buy |
1,700
+750
| +79% | +$44.1K | ﹤0.01% | 481 |
|
|
2015
Q2 | $78K | Buy |
+950
| New | +$78K | ﹤0.01% | 561 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$21K | – | 996 |
|
|
2014
Q4 | $21K | Buy |
+200
| New | +$21K | ﹤0.01% | 661 |
|