EWM
Evercore Wealth Management’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,109
| Closed | -$47K | – | 418 |
|
|
2017
Q4 | $47K | Hold |
1,109
| – | – | ﹤0.01% | 591 |
|
|
2017
Q3 | $42K | Hold |
1,109
| – | – | ﹤0.01% | 596 |
|
|
2017
Q2 | $40K | Hold |
1,109
| – | – | ﹤0.01% | 606 |
|
|
2017
Q1 | $38K | Buy |
1,109
+230
| +26% | +$7.88K | ﹤0.01% | 637 |
|
|
2016
Q4 | $31K | Buy |
879
+729
| +486% | +$25.7K | ﹤0.01% | 687 |
|
|
2016
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 951 |
|
|
2016
Q2 | $3K | Sell |
150
-225
| -60% | -$4.5K | ﹤0.01% | 974 |
|
|
2016
Q1 | $8K | Buy |
375
+161
| +75% | +$3.44K | ﹤0.01% | 820 |
|
|
2015
Q4 | $6K | Buy |
214
+11
| +5% | +$308 | ﹤0.01% | 896 |
|
|
2015
Q3 | $5K | Buy |
+203
| New | +$5K | ﹤0.01% | 886 |
|