EWM
Evercore Wealth Management’s Cracker Barrel CBRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$32K | – | 414 |
|
|
2017
Q4 | $32K | Hold |
200
| – | – | ﹤0.01% | 642 |
|
|
2017
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 634 |
|
|
2017
Q2 | $33K | Hold |
200
| – | – | ﹤0.01% | 631 |
|
|
2017
Q1 | $32K | Hold |
200
| – | – | ﹤0.01% | 675 |
|
|
2016
Q4 | $33K | Hold |
200
| – | – | ﹤0.01% | 675 |
|
|
2016
Q3 | $26K | Hold |
200
| – | – | ﹤0.01% | 727 |
|
|
2016
Q2 | $34K | Buy |
+200
| New | +$34K | ﹤0.01% | 657 |
|
|
2016
Q1 | – | Sell |
-85
| Closed | -$11K | – | 948 |
|
|
2015
Q4 | $11K | Hold |
85
| – | – | ﹤0.01% | 840 |
|
|
2015
Q3 | $13K | Sell |
85
-100
| -54% | -$15.3K | ﹤0.01% | 806 |
|
|
2015
Q2 | $28K | Hold |
185
| – | – | ﹤0.01% | 729 |
|
|
2015
Q1 | $28K | Buy |
+185
| New | +$28K | ﹤0.01% | 726 |
|