EWM
BBU
Evercore Wealth Management’s Brookfield Business Partners BBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-117
| Closed | -$4K | – | 392 |
|
|
2017
Q4 | $4K | Buy |
117
+45
| +63% | +$1.54K | ﹤0.01% | 859 |
|
|
2017
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 875 |
|
|
2017
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 934 |
|
|
2017
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 941 |
|
|
2016
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 939 |
|
|
2016
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 988 |
|
|
2016
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1002 |
|