EWM
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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