EWM
Evercore Wealth Management’s BCE BCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-22,272
| Closed | -$1.01M | – | 403 |
|
|
2019
Q2 | $1.01M | Buy |
22,272
+8,902
| +67% | +$405K | 0.03% | 203 |
|
|
2019
Q1 | $594K | Buy |
13,370
+5
| +0% | +$222 | 0.02% | 251 |
|
|
2018
Q4 | $529K | Buy |
13,365
+3,214
| +32% | +$127K | 0.02% | 248 |
|
|
2018
Q3 | $411K | Buy |
10,151
+1,354
| +15% | +$54.8K | 0.01% | 302 |
|
|
2018
Q2 | $356K | Buy |
8,797
+876
| +11% | +$35.5K | 0.01% | 308 |
|
|
2018
Q1 | $340K | Buy |
7,921
+802
| +11% | +$34.4K | 0.01% | 285 |
|
|
2017
Q4 | $342K | Hold |
7,119
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $334K | Buy |
7,119
+213
| +3% | +$9.99K | 0.01% | 299 |
|
|
2017
Q2 | $311K | Sell |
6,906
-8,124
| -54% | -$366K | 0.01% | 316 |
|
|
2017
Q1 | $665K | Buy |
15,030
+1,061
| +8% | +$46.9K | 0.03% | 223 |
|
|
2016
Q4 | $604K | Buy |
13,969
+1,376
| +11% | +$59.5K | 0.03% | 235 |
|
|
2016
Q3 | $581K | Buy |
12,593
+3,887
| +45% | +$179K | 0.02% | 235 |
|
|
2016
Q2 | $412K | Buy |
8,706
+2,175
| +33% | +$103K | 0.02% | 260 |
|
|
2016
Q1 | $297K | Buy |
6,531
+4,507
| +223% | +$205K | 0.01% | 303 |
|
|
2015
Q4 | $78K | Sell |
2,024
-700
| -26% | -$27K | ﹤0.01% | 515 |
|
|
2015
Q3 | $112K | Sell |
2,724
-812
| -23% | -$33.4K | 0.01% | 471 |
|
|
2015
Q2 | $151K | Sell |
3,536
-645
| -15% | -$27.5K | 0.01% | 466 |
|
|
2015
Q1 | $178K | Buy |
4,181
+3,491
| +506% | +$149K | 0.01% | 438 |
|
|
2014
Q4 | $31K | Sell |
690
-850
| -55% | -$38.2K | ﹤0.01% | 605 |
|
|
2014
Q3 | $65K | Buy |
1,540
+49
| +3% | +$2.07K | ﹤0.01% | 574 |
|
|
2014
Q2 | $68K | Buy |
1,491
+731
| +96% | +$33.3K | ﹤0.01% | 567 |
|
|
2014
Q1 | $32K | Buy |
760
+380
| +100% | +$16K | ﹤0.01% | 663 |
|
|
2013
Q4 | $16K | Hold |
380
| – | – | ﹤0.01% | 714 |
|
|
2013
Q3 | $16K | Hold |
380
| – | – | ﹤0.01% | 709 |
|
|
2013
Q2 | $16K | Buy |
+380
| New | +$16K | ﹤0.01% | 682 |
|