EWM
Evercore Wealth Management’s Baidu BIDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-355
| Closed | -$48K | – | 1008 |
|
|
2015
Q3 | $48K | Hold |
355
| – | – | ﹤0.01% | 592 |
|
|
2015
Q2 | $71K | Buy |
355
+200
| +129% | +$40K | ﹤0.01% | 577 |
|
|
2015
Q1 | $33K | Hold |
155
| – | – | ﹤0.01% | 685 |
|
|
2014
Q4 | $35K | Buy |
+155
| New | +$35K | ﹤0.01% | 589 |
|
|
2014
Q3 | – | Sell |
-34
| Closed | -$6K | – | 939 |
|
|
2014
Q2 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 888 |
|
|
2013
Q4 | – | Sell |
-11
| Closed | -$2K | – | 858 |
|
|
2013
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 948 |
|