EWM
Evercore Wealth Management’s Cullen/Frost Bankers CFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-214
| Closed | -$20K | – | 419 |
|
|
2017
Q4 | $20K | Hold |
214
| – | – | ﹤0.01% | 730 |
|
|
2017
Q3 | $20K | Hold |
214
| – | – | ﹤0.01% | 711 |
|
|
2017
Q2 | $20K | Hold |
214
| – | – | ﹤0.01% | 719 |
|
|
2017
Q1 | $19K | Hold |
214
| – | – | ﹤0.01% | 754 |
|
|
2016
Q4 | $19K | Buy |
+214
| New | +$19K | ﹤0.01% | 756 |
|