EWM
Evercore Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$1K | – | 424 |
|
|
2017
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 896 |
|
|
2017
Q3 | $1K | Sell |
200
-500
| -71% | -$2.5K | ﹤0.01% | 889 |
|
|
2017
Q2 | $5K | Sell |
700
-300
| -30% | -$2.14K | ﹤0.01% | 890 |
|
|
2017
Q1 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 841 |
|
|
2016
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 842 |
|
|
2016
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 916 |
|
|
2016
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 899 |
|
|
2016
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 898 |
|
|
2015
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 973 |
|
|
2015
Q3 | $2K | Buy |
1,000
+700
| +233% | +$1.4K | ﹤0.01% | 923 |
|
|
2015
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 1039 |
|
|
2015
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 979 |
|
|
2014
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 838 |
|
|
2014
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 897 |
|
|
2014
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 901 |
|