EWM
Evercore Wealth Management’s Belden BDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$150K | – | 986 |
|
|
2016
Q4 | $150K | Hold |
2,000
| – | – | 0.01% | 424 |
|
|
2016
Q3 | $138K | Hold |
2,000
| – | – | 0.01% | 435 |
|
|
2016
Q2 | $121K | Hold |
2,000
| – | – | 0.01% | 432 |
|
|
2016
Q1 | $123K | Hold |
2,000
| – | – | 0.01% | 421 |
|
|
2015
Q4 | $95K | Buy |
+2,000
| New | +$95K | ﹤0.01% | 480 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$162K | – | 959 |
|
|
2015
Q2 | $162K | Buy |
+2,000
| New | +$162K | 0.01% | 456 |
|