EWM
BEAM
Evercore Wealth Management’s BEAM INC COM STK (DE) BEAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-22,845
| Closed | -$1.9M | – | 1071 |
|
|
2014
Q1 | $1.9M | Sell |
22,845
-308,755
| -93% | -$25.7M | 0.11% | 133 |
|
|
2013
Q4 | $22.6M | Buy |
331,600
+33,210
| +11% | +$2.26M | 1.24% | 19 |
|
|
2013
Q3 | $19.3M | Sell |
298,390
-885
| -0.3% | -$57.2K | 1.11% | 22 |
|
|
2013
Q2 | $18.9M | Buy |
+299,275
| New | +$18.9M | 1.07% | 21 |
|