EWM
Evercore Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-526
| Closed | -$46K | – | 427 |
|
|
2017
Q4 | $46K | Hold |
526
| – | – | ﹤0.01% | 594 |
|
|
2017
Q3 | $40K | Sell |
526
-75
| -12% | -$5.7K | ﹤0.01% | 601 |
|
|
2017
Q2 | $44K | Buy |
601
+75
| +14% | +$5.49K | ﹤0.01% | 591 |
|
|
2017
Q1 | $36K | Sell |
526
-19
| -3% | -$1.3K | ﹤0.01% | 649 |
|
|
2016
Q4 | $37K | Buy |
545
+19
| +4% | +$1.29K | ﹤0.01% | 653 |
|
|
2016
Q3 | $25K | Hold |
526
| – | – | ﹤0.01% | 733 |
|
|
2016
Q2 | $22K | Hold |
526
| – | – | ﹤0.01% | 732 |
|
|
2016
Q1 | $20K | Hold |
526
| – | – | ﹤0.01% | 723 |
|
|
2015
Q4 | $22K | Hold |
526
| – | – | ﹤0.01% | 747 |
|
|
2015
Q3 | $22K | Hold |
526
| – | – | ﹤0.01% | 723 |
|
|
2015
Q2 | $27K | Hold |
526
| – | – | ﹤0.01% | 733 |
|
|
2015
Q1 | $24K | Hold |
526
| – | – | ﹤0.01% | 755 |
|
|
2014
Q4 | $25K | Buy |
+526
| New | +$25K | ﹤0.01% | 634 |
|