EWM
Evercore Wealth Management’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$27K | – | 413 |
|
|
2017
Q4 | $27K | Hold |
600
| – | – | ﹤0.01% | 668 |
|
|
2017
Q3 | $25K | Hold |
600
| – | – | ﹤0.01% | 667 |
|
|
2017
Q2 | $24K | Hold |
600
| – | – | ﹤0.01% | 686 |
|
|
2017
Q1 | $22K | Sell |
600
-550
| -48% | -$20.2K | ﹤0.01% | 740 |
|
|
2016
Q4 | $51K | Buy |
1,150
+550
| +92% | +$24.4K | ﹤0.01% | 602 |
|
|
2016
Q3 | $23K | Hold |
600
| – | – | ﹤0.01% | 750 |
|
|
2016
Q2 | $27K | Hold |
600
| – | – | ﹤0.01% | 703 |
|
|
2016
Q1 | $31K | Hold |
600
| – | – | ﹤0.01% | 655 |
|
|
2015
Q4 | $28K | Hold |
600
| – | – | ﹤0.01% | 704 |
|
|
2015
Q3 | $33K | Hold |
600
| – | – | ﹤0.01% | 653 |
|
|
2015
Q2 | $31K | Hold |
600
| – | – | ﹤0.01% | 713 |
|
|
2015
Q1 | $23K | Hold |
600
| – | – | ﹤0.01% | 761 |
|
|
2014
Q4 | $23K | Buy |
600
+230
| +62% | +$8.82K | ﹤0.01% | 648 |
|
|
2014
Q3 | $33K | Hold |
370
| – | – | ﹤0.01% | 667 |
|
|
2014
Q2 | $27K | Buy |
370
+70
| +23% | +$5.11K | ﹤0.01% | 695 |
|
|
2014
Q1 | $19K | Hold |
300
| – | – | ﹤0.01% | 744 |
|
|
2013
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 691 |
|
|
2013
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 726 |
|
|
2013
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 695 |
|