EWM
BWP
Evercore Wealth Management’s Boardwalk Pipeline Partners BWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,401
| Closed | -$44K | – | 897 |
|
|
2017
Q4 | $44K | Hold |
3,401
| – | – | ﹤0.01% | 601 |
|
|
2017
Q3 | $50K | Hold |
3,401
| – | – | ﹤0.01% | 573 |
|
|
2017
Q2 | $61K | Hold |
3,401
| – | – | ﹤0.01% | 553 |
|
|
2017
Q1 | $62K | Hold |
3,401
| – | – | ﹤0.01% | 563 |
|
|
2016
Q4 | $59K | Hold |
3,401
| – | – | ﹤0.01% | 572 |
|
|
2016
Q3 | $58K | Buy |
3,401
+801
| +31% | +$13.7K | ﹤0.01% | 573 |
|
|
2016
Q2 | $45K | Buy |
+2,600
| New | +$45K | ﹤0.01% | 602 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$19K | – | 1016 |
|
|
2014
Q2 | $19K | Sell |
1,000
-11,500
| -92% | -$219K | ﹤0.01% | 749 |
|
|
2014
Q1 | $167K | Hold |
12,500
| – | – | 0.01% | 406 |
|
|
2013
Q4 | $319K | Hold |
12,500
| – | – | 0.02% | 318 |
|
|
2013
Q3 | $380K | Hold |
12,500
| – | – | 0.02% | 315 |
|
|
2013
Q2 | $377K | Buy |
+12,500
| New | +$377K | 0.02% | 320 |
|