EWM
Evercore Wealth Management’s Clearfield CLFD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-24,400
| Closed | -$603K | – | 431 |
|
2020
Q4 | $603K | Sell |
24,400
-24,400
| -50% | -$603K | 0.01% | 266 |
|
2020
Q3 | $984K | Hold |
48,800
| – | – | 0.02% | 197 |
|
2020
Q2 | $681K | Hold |
48,800
| – | – | 0.02% | 231 |
|
2020
Q1 | $578K | Hold |
48,800
| – | – | 0.02% | 226 |
|
2019
Q4 | $680K | Hold |
48,800
| – | – | 0.02% | 247 |
|
2019
Q3 | $578K | Hold |
48,800
| – | – | 0.02% | 261 |
|
2019
Q2 | $647K | Buy |
48,800
+28,260
| +138% | +$375K | 0.02% | 251 |
|
2019
Q1 | $302K | Hold |
20,540
| – | – | 0.01% | 331 |
|
2018
Q4 | $204K | Buy |
+20,540
| New | +$204K | 0.01% | 358 |
|
2017
Q2 | – | Sell |
-48,800
| Closed | -$803K | – | 974 |
|
2017
Q1 | $803K | Hold |
48,800
| – | – | 0.03% | 204 |
|
2016
Q4 | $1.01M | Hold |
48,800
| – | – | 0.04% | 177 |
|
2016
Q3 | $917K | Hold |
48,800
| – | – | 0.04% | 186 |
|
2016
Q2 | $873K | Hold |
48,800
| – | – | 0.04% | 187 |
|
2016
Q1 | $784K | Hold |
48,800
| – | – | 0.03% | 197 |
|
2015
Q4 | $654K | Hold |
48,800
| – | – | 0.03% | 222 |
|
2015
Q3 | $655K | Hold |
48,800
| – | – | 0.03% | 223 |
|
2015
Q2 | $776K | Hold |
48,800
| – | – | 0.04% | 226 |
|
2015
Q1 | $723K | Sell |
48,800
-1,300
| -3% | -$19.3K | 0.03% | 226 |
|
2014
Q4 | $617K | Hold |
50,100
| – | – | 0.03% | 219 |
|
2014
Q3 | $638K | Hold |
50,100
| – | – | 0.03% | 232 |
|
2014
Q2 | $841K | Hold |
50,100
| – | – | 0.04% | 206 |
|
2014
Q1 | $1.16M | Hold |
50,100
| – | – | 0.06% | 170 |
|
2013
Q4 | $1.01M | Hold |
50,100
| – | – | 0.06% | 190 |
|
2013
Q3 | $673K | Buy |
50,100
+5,100
| +11% | +$68.5K | 0.04% | 245 |
|
2013
Q2 | $424K | Buy |
+45,000
| New | +$424K | 0.02% | 298 |
|