EWM
Evercore Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,284
| Closed | -$192K | – | 1010 |
|
|
2015
Q3 | $192K | Sell |
6,284
-322
| -5% | -$9.84K | 0.01% | 386 |
|
|
2015
Q2 | $263K | Sell |
6,606
-179
| -3% | -$7.13K | 0.01% | 381 |
|
|
2015
Q1 | $264K | Buy |
6,785
+1,178
| +21% | +$45.8K | 0.01% | 372 |
|
|
2014
Q4 | $214K | Sell |
5,607
-9,589
| -63% | -$366K | 0.01% | 349 |
|
|
2014
Q3 | $668K | Sell |
15,196
-3,640
| -19% | -$160K | 0.03% | 228 |
|
|
2014
Q2 | $995K | Buy |
18,836
+10,891
| +137% | +$575K | 0.05% | 190 |
|
|
2014
Q1 | $381K | Buy |
7,945
+470
| +6% | +$22.5K | 0.02% | 291 |
|
|
2013
Q4 | $359K | Buy |
7,475
+1,980
| +36% | +$95.1K | 0.02% | 304 |
|
|
2013
Q3 | $233K | Sell |
5,495
-9,065
| -62% | -$384K | 0.01% | 383 |
|
|
2013
Q2 | $607K | Buy |
+14,560
| New | +$607K | 0.03% | 256 |
|