EWM
Evercore Wealth Management’s BWX Technologies BWXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,425
| Closed | -$86K | – | 408 |
|
|
2017
Q4 | $86K | Sell |
1,425
-272
| -16% | -$16.4K | ﹤0.01% | 490 |
|
|
2017
Q3 | $95K | Sell |
1,697
-300
| -15% | -$16.8K | ﹤0.01% | 473 |
|
|
2017
Q2 | $97K | Hold |
1,997
| – | – | ﹤0.01% | 470 |
|
|
2017
Q1 | $95K | Sell |
1,997
-425
| -18% | -$20.2K | ﹤0.01% | 492 |
|
|
2016
Q4 | $96K | Buy |
2,422
+2,325
| +2,397% | +$92.2K | ﹤0.01% | 502 |
|
|
2016
Q3 | $4K | Hold |
97
| – | – | ﹤0.01% | 950 |
|
|
2016
Q2 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 972 |
|