EWM
BHI
Evercore Wealth Management’s Baker Hughes BHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,621
| Closed | -$470K | – | 987 |
|
|
2017
Q2 | $470K | Buy |
8,621
+6,533
| +313% | +$356K | 0.02% | 264 |
|
|
2017
Q1 | $125K | Buy |
2,088
+359
| +21% | +$21.5K | ﹤0.01% | 439 |
|
|
2016
Q4 | $112K | Buy |
1,729
+389
| +29% | +$25.2K | ﹤0.01% | 471 |
|
|
2016
Q3 | $68K | Buy |
1,340
+195
| +17% | +$9.9K | ﹤0.01% | 546 |
|
|
2016
Q2 | $52K | Buy |
1,145
+413
| +56% | +$18.8K | ﹤0.01% | 574 |
|
|
2016
Q1 | $32K | Buy |
732
+150
| +26% | +$6.56K | ﹤0.01% | 653 |
|
|
2015
Q4 | $27K | Buy |
582
+399
| +218% | +$18.5K | ﹤0.01% | 713 |
|
|
2015
Q3 | $10K | Buy |
183
+75
| +69% | +$4.1K | ﹤0.01% | 841 |
|
|
2015
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 969 |
|
|
2015
Q1 | $7K | Buy |
+108
| New | +$7K | ﹤0.01% | 911 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$22K | – | 936 |
|
|
2013
Q4 | $22K | Sell |
400
-125
| -24% | -$6.88K | ﹤0.01% | 673 |
|
|
2013
Q3 | $27K | Sell |
525
-6,575
| -93% | -$338K | ﹤0.01% | 639 |
|
|
2013
Q2 | $327K | Buy |
+7,100
| New | +$327K | 0.02% | 340 |
|