EWM
Evercore Wealth Management’s Commerce Bancshares CBSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-213
| Closed | -$12K | – | 415 |
|
|
2017
Q4 | $12K | Buy |
213
+10
| +5% | +$563 | ﹤0.01% | 786 |
|
|
2017
Q3 | $12K | Hold |
203
| – | – | ﹤0.01% | 771 |
|
|
2017
Q2 | $12K | Hold |
203
| – | – | ﹤0.01% | 789 |
|
|
2017
Q1 | $11K | Hold |
203
| – | – | ﹤0.01% | 815 |
|
|
2016
Q4 | $12K | Buy |
203
+9
| +5% | +$532 | ﹤0.01% | 812 |
|
|
2016
Q3 | $10K | Hold |
194
| – | – | ﹤0.01% | 866 |
|
|
2016
Q2 | $9K | Buy |
+194
| New | +$9K | ﹤0.01% | 860 |
|