EWM
Evercore Wealth Management’s BJ's Restaurants BJRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$101K | – | 1062 |
|
|
2015
Q1 | $101K | Hold |
2,000
| – | – | ﹤0.01% | 527 |
|
|
2014
Q4 | $100K | Hold |
2,000
| – | – | 0.01% | 467 |
|
|
2014
Q3 | $72K | Sell |
2,000
-2,000
| -50% | -$72K | ﹤0.01% | 561 |
|
|
2014
Q2 | $140K | Hold |
4,000
| – | – | 0.01% | 453 |
|
|
2014
Q1 | $131K | Buy |
+4,000
| New | +$131K | 0.01% | 434 |
|