EWM
Evercore Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,000
| Closed | -$559K | – | 378 |
|
|
2020
Q1 | $559K | Buy |
30,000
+10,000
| +50% | +$186K | 0.02% | 229 |
|
|
2019
Q4 | $744K | Hold |
20,000
| – | – | 0.02% | 237 |
|
|
2019
Q3 | $717K | Hold |
20,000
| – | – | 0.02% | 241 |
|
|
2019
Q2 | $712K | Buy |
+20,000
| New | +$712K | 0.02% | 237 |
|
|
2018
Q1 | – | Sell |
-1,050
| Closed | -$34K | – | 409 |
|
|
2017
Q4 | $34K | Hold |
1,050
| – | – | ﹤0.01% | 634 |
|
|
2017
Q3 | $33K | Sell |
1,050
-575
| -35% | -$18.1K | ﹤0.01% | 625 |
|
|
2017
Q2 | $51K | Buy |
1,625
+575
| +55% | +$18K | ﹤0.01% | 567 |
|
|
2017
Q1 | $33K | Hold |
1,050
| – | – | ﹤0.01% | 670 |
|
|
2016
Q4 | $32K | Hold |
1,050
| – | – | ﹤0.01% | 683 |
|
|
2016
Q3 | $31K | Hold |
1,050
| – | – | ﹤0.01% | 700 |
|
|
2016
Q2 | $29K | Hold |
1,050
| – | – | ﹤0.01% | 692 |
|
|
2016
Q1 | $28K | Buy |
+1,050
| New | +$28K | ﹤0.01% | 671 |
|