EWM
Evercore Wealth Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,093
| Closed | -$35K | – | 1007 |
|
|
2015
Q3 | $35K | Sell |
1,093
-286
| -21% | -$9.16K | ﹤0.01% | 649 |
|
|
2015
Q2 | $56K | Buy |
1,379
+1,093
| +382% | +$44.4K | ﹤0.01% | 617 |
|
|
2015
Q1 | $13K | Sell |
286
-2,641
| -90% | -$120K | ﹤0.01% | 841 |
|
|
2014
Q4 | $139K | Sell |
2,927
-1,219
| -29% | -$57.9K | 0.01% | 412 |
|
|
2014
Q3 | $245K | Buy |
4,146
+2,646
| +176% | +$156K | 0.01% | 362 |
|
|
2014
Q2 | $101K | Sell |
1,500
-1,534
| -51% | -$103K | 0.01% | 511 |
|
|
2014
Q1 | $205K | Sell |
3,034
-238
| -7% | -$16.1K | 0.01% | 372 |
|
|
2013
Q4 | $223K | Sell |
3,272
-1,329
| -29% | -$90.6K | 0.01% | 355 |
|
|
2013
Q3 | $305K | Sell |
4,601
-91
| -2% | -$6.03K | 0.02% | 345 |
|
|
2013
Q2 | $270K | Buy |
+4,692
| New | +$270K | 0.02% | 362 |
|