EWM
Evercore Wealth Management’s CSG Systems International CSGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-265
| Closed | -$10K | – | 976 |
|
|
2017
Q1 | $10K | Buy |
+265
| New | +$10K | ﹤0.01% | 822 |
|
|
2016
Q4 | – | Sell |
-470
| Closed | -$19K | – | 1028 |
|
|
2016
Q3 | $19K | Buy |
+470
| New | +$19K | ﹤0.01% | 775 |
|
|
2015
Q3 | – | Sell |
-1,421
| Closed | -$45K | – | 965 |
|
|
2015
Q2 | $45K | Buy |
1,421
+1,183
| +497% | +$37.5K | ﹤0.01% | 656 |
|
|
2015
Q1 | $7K | Buy |
+238
| New | +$7K | ﹤0.01% | 901 |
|
|
2014
Q2 | – | Sell |
-584
| Closed | -$15K | – | 1007 |
|
|
2014
Q1 | $15K | Buy |
+584
| New | +$15K | ﹤0.01% | 779 |
|