EWM
Evercore Wealth Management’s Cantaloupe CTLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,316
| Closed | -$6K | – | 977 |
|
|
2017
Q1 | $6K | Hold |
1,316
| – | – | ﹤0.01% | 867 |
|
|
2016
Q4 | $6K | Sell |
1,316
-684
| -34% | -$3.12K | ﹤0.01% | 869 |
|
|
2016
Q3 | $11K | Hold |
2,000
| – | – | ﹤0.01% | 860 |
|
|
2016
Q2 | $9K | Hold |
2,000
| – | – | ﹤0.01% | 861 |
|
|
2016
Q1 | $9K | Hold |
2,000
| – | – | ﹤0.01% | 813 |
|
|
2015
Q4 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 897 |
|
|
2015
Q3 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 887 |
|
|
2015
Q2 | $5K | Hold |
2,000
| – | – | ﹤0.01% | 985 |
|
|
2015
Q1 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 916 |
|
|
2014
Q4 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 818 |
|
|
2014
Q3 | $4K | Buy |
+2,000
| New | +$4K | ﹤0.01% | 880 |
|