EWM
CS
Evercore Wealth Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-184
| Closed | -$4K | – | 1080 |
|
|
2015
Q3 | $4K | Hold |
184
| – | – | ﹤0.01% | 904 |
|
|
2015
Q2 | $5K | Hold |
184
| – | – | ﹤0.01% | 991 |
|
|
2015
Q1 | $5K | Hold |
184
| – | – | ﹤0.01% | 930 |
|
|
2014
Q4 | $5K | Hold |
184
| – | – | ﹤0.01% | 795 |
|
|
2014
Q3 | $5K | Hold |
184
| – | – | ﹤0.01% | 873 |
|
|
2014
Q2 | $5K | Hold |
184
| – | – | ﹤0.01% | 918 |
|
|
2014
Q1 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 853 |
|
|
2013
Q4 | – | Sell |
-208
| Closed | -$6K | – | 1002 |
|
|
2013
Q3 | $6K | Buy |
+208
| New | +$6K | ﹤0.01% | 830 |
|