Evercore Wealth Management’s Cimpress CMPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-700
| Closed | -$66K | – | 913 |
|
2017
Q2 | $66K | Hold |
700
| – | – | ﹤0.01% | 537 |
|
2017
Q1 | $60K | Hold |
700
| – | – | ﹤0.01% | 568 |
|
2016
Q4 | $64K | Hold |
700
| – | – | ﹤0.01% | 560 |
|
2016
Q3 | $71K | Hold |
700
| – | – | ﹤0.01% | 536 |
|
2016
Q2 | $65K | Hold |
700
| – | – | ﹤0.01% | 529 |
|
2016
Q1 | $63K | Hold |
700
| – | – | ﹤0.01% | 527 |
|
2015
Q4 | $57K | Sell |
700
-300
| -30% | -$24.4K | ﹤0.01% | 568 |
|
2015
Q3 | $76K | Hold |
1,000
| – | – | ﹤0.01% | 527 |
|
2015
Q2 | $84K | Hold |
1,000
| – | – | ﹤0.01% | 549 |
|
2015
Q1 | $84K | Hold |
1,000
| – | – | ﹤0.01% | 554 |
|
2014
Q4 | $74K | Hold |
1,000
| – | – | ﹤0.01% | 500 |
|
2014
Q3 | $54K | Hold |
1,000
| – | – | ﹤0.01% | 599 |
|
2014
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 640 |
|
2014
Q1 | $49K | Buy |
1,000
+300
| +43% | +$14.7K | ﹤0.01% | 600 |
|
2013
Q4 | $40K | Buy |
+700
| New | +$40K | ﹤0.01% | 589 |
|