Evercore Wealth Management’s Clearfield CLFD Stock Holding History

Evercore Wealth Management’s Portfolio CLFD Stock Details CLFD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$603K	Sell
2020 Q3	$984K	Hold
2020 Q2	$681K	Hold
2020 Q1	$578K	Hold
2019 Q4	$680K	Hold
2019 Q3	$578K	Hold
2019 Q2	$647K	Buy
2019 Q1	$302K	Hold
2018 Q4	$204K	Buy
2017 Q2	–	Sell
2017 Q1	$803K	Hold
2016 Q4	$1.01M	Hold
2016 Q3	$917K	Hold
2016 Q2	$873K	Hold
2016 Q1	$784K	Hold
2015 Q4	$654K	Hold
2015 Q3	$655K	Hold
2015 Q2	$776K	Hold
2015 Q1	$723K	Sell
2014 Q4	$617K	Hold
2014 Q3	$638K	Hold
2014 Q2	$841K	Hold
2014 Q1	$1.16M	Hold
2013 Q4	$1.01M	Hold
2013 Q3	$673K	Buy
2013 Q2	$424K	Buy