EWM
Evercore Wealth Management’s Celldex Therapeutics CLDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-7,833
| Closed | -$218K | – | 1064 |
|
|
2015
Q1 | $218K | Hold |
7,833
| – | – | 0.01% | 405 |
|
|
2014
Q4 | $143K | Hold |
7,833
| – | – | 0.01% | 407 |
|
|
2014
Q3 | $102K | Hold |
7,833
| – | – | 0.01% | 510 |
|
|
2014
Q2 | $128K | Buy |
7,833
+7,000
| +840% | +$114K | 0.01% | 470 |
|
|
2014
Q1 | $15K | Hold |
833
| – | – | ﹤0.01% | 777 |
|
|
2013
Q4 | $20K | Hold |
833
| – | – | ﹤0.01% | 683 |
|
|
2013
Q3 | $30K | Hold |
833
| – | – | ﹤0.01% | 626 |
|
|
2013
Q2 | $13K | Buy |
+833
| New | +$13K | ﹤0.01% | 700 |
|