EWM
BT
Evercore Wealth Management’s BT Group plc (ADR) BT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-395
| Closed | -$25K | – | 1089 |
|
|
2015
Q3 | $25K | Hold |
395
| – | – | ﹤0.01% | 697 |
|
|
2015
Q2 | $28K | Hold |
395
| – | – | ﹤0.01% | 731 |
|
|
2015
Q1 | $26K | Buy |
+395
| New | +$26K | ﹤0.01% | 743 |
|
|
2013
Q4 | – | Sell |
-94
| Closed | -$5K | – | 1010 |
|
|
2013
Q3 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 865 |
|