EWM

Evercore Wealth Management’s CA, Inc. CA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,064	Closed	-$444K	–	432
2018 Q3	$444K	Sell	10,064 -7,436	-42%	-$328K	0.01%	289
2018 Q2	$624K	Buy	+17,500	New	+$624K	0.02%	248
2018 Q1	–	Sell	-300	Closed	-$10K	–	911
2017 Q4	$10K	Hold	300	–	–	﹤0.01%	814
2017 Q3	$10K	Hold	300	–	–	﹤0.01%	798
2017 Q2	$10K	Hold	300	–	–	﹤0.01%	826
2017 Q1	$10K	Hold	300	–	–	﹤0.01%	830
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	830
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	875
2016 Q2	$10K	Hold	300	–	–	﹤0.01%	856
2016 Q1	$9K	Hold	300	–	–	﹤0.01%	819
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	872
2015 Q3	$8K	Hold	300	–	–	﹤0.01%	863
2015 Q2	$9K	Hold	300	–	–	﹤0.01%	941
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	871
2014 Q4	$9K	Hold	300	–	–	﹤0.01%	758
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	838
2014 Q2	$9K	Buy	+300	New	+$9K	﹤0.01%	856
2013 Q4	–	Sell	-300	Closed	-$9K	–	1049
2013 Q3	$9K	Buy	+300	New	+$9K	﹤0.01%	775