EWM
Evercore Wealth Management’s Bunge Global BG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-300
| Closed | -$22K | – | 987 |
|
|
2016
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 738 |
|
|
2016
Q3 | $18K | Sell |
300
-45
| -13% | -$2.7K | ﹤0.01% | 784 |
|
|
2016
Q2 | $20K | Buy |
345
+45
| +15% | +$2.61K | ﹤0.01% | 753 |
|
|
2016
Q1 | $17K | Hold |
300
| – | – | ﹤0.01% | 743 |
|
|
2015
Q4 | $20K | Hold |
300
| – | – | ﹤0.01% | 766 |
|
|
2015
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 722 |
|
|
2015
Q2 | $26K | Hold |
300
| – | – | ﹤0.01% | 742 |
|
|
2015
Q1 | $25K | Sell |
300
-210
| -41% | -$17.5K | ﹤0.01% | 745 |
|
|
2014
Q4 | $46K | Hold |
510
| – | – | ﹤0.01% | 559 |
|
|
2014
Q3 | $43K | Sell |
510
-94
| -16% | -$7.93K | ﹤0.01% | 632 |
|
|
2014
Q2 | $46K | Buy |
604
+94
| +18% | +$7.16K | ﹤0.01% | 622 |
|
|
2014
Q1 | $41K | Buy |
510
+210
| +70% | +$16.9K | ﹤0.01% | 622 |
|
|
2013
Q4 | $25K | Sell |
300
-18
| -6% | -$1.5K | ﹤0.01% | 653 |
|
|
2013
Q3 | $24K | Buy |
318
+18
| +6% | +$1.36K | ﹤0.01% | 654 |
|
|
2013
Q2 | $21K | Buy |
+300
| New | +$21K | ﹤0.01% | 653 |
|