EWM
Evercore Wealth Management’s British American Tobacco BTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-350
| Closed | -$24K | – | 406 |
|
|
2017
Q4 | $24K | Hold |
350
| – | – | ﹤0.01% | 697 |
|
|
2017
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 697 |
|
|
2017
Q2 | $24K | Buy |
+350
| New | +$24K | ﹤0.01% | 685 |
|
|
2015
Q4 | – | Sell |
-1,696
| Closed | -$186K | – | 1012 |
|
|
2015
Q3 | $186K | Sell |
1,696
-150
| -8% | -$16.5K | 0.01% | 392 |
|
|
2015
Q2 | $200K | Buy |
1,846
+109
| +6% | +$11.8K | 0.01% | 418 |
|
|
2015
Q1 | $181K | Buy |
1,737
+298
| +21% | +$31.1K | 0.01% | 436 |
|
|
2014
Q4 | $154K | Hold |
1,439
| – | – | 0.01% | 399 |
|
|
2014
Q3 | $163K | Buy |
1,439
+68
| +5% | +$7.7K | 0.01% | 433 |
|
|
2014
Q2 | $163K | Sell |
1,371
-151
| -10% | -$18K | 0.01% | 422 |
|
|
2014
Q1 | $170K | Sell |
1,522
-74
| -5% | -$8.27K | 0.01% | 398 |
|
|
2013
Q4 | $172K | Buy |
1,596
+302
| +23% | +$32.5K | 0.01% | 384 |
|
|
2013
Q3 | $136K | Buy |
1,294
+94
| +8% | +$9.88K | 0.01% | 437 |
|
|
2013
Q2 | $124K | Buy |
+1,200
| New | +$124K | 0.01% | 462 |
|