EWM
Evercore Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,900
| Closed | -$93K | – | 445 |
|
|
2017
Q4 | $93K | Hold |
1,900
| – | – | ﹤0.01% | 475 |
|
|
2017
Q3 | $87K | Hold |
1,900
| – | – | ﹤0.01% | 489 |
|
|
2017
Q2 | $87K | Hold |
1,900
| – | – | ﹤0.01% | 495 |
|
|
2017
Q1 | $86K | Hold |
1,900
| – | – | ﹤0.01% | 508 |
|
|
2016
Q4 | $80K | Hold |
1,900
| – | – | ﹤0.01% | 533 |
|
|
2016
Q3 | $71K | Hold |
1,900
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $65K | Hold |
1,900
| – | – | ﹤0.01% | 530 |
|
|
2016
Q1 | $61K | Hold |
1,900
| – | – | ﹤0.01% | 532 |
|
|
2015
Q4 | $54K | Sell |
1,900
-1,000
| -34% | -$28.4K | ﹤0.01% | 576 |
|
|
2015
Q3 | $81K | Sell |
2,900
-2,500
| -46% | -$69.8K | ﹤0.01% | 514 |
|
|
2015
Q2 | $194K | Buy |
5,400
+2,000
| +59% | +$71.9K | 0.01% | 423 |
|
|
2015
Q1 | $129K | Buy |
3,400
+1,000
| +42% | +$37.9K | 0.01% | 489 |
|
|
2014
Q4 | $93K | Hold |
2,400
| – | – | ﹤0.01% | 472 |
|
|
2014
Q3 | $98K | Hold |
2,400
| – | – | ﹤0.01% | 518 |
|
|
2014
Q2 | $102K | Hold |
2,400
| – | – | 0.01% | 506 |
|
|
2014
Q1 | $102K | Hold |
2,400
| – | – | 0.01% | 483 |
|
|
2013
Q4 | $104K | Hold |
2,400
| – | – | 0.01% | 452 |
|
|
2013
Q3 | $92K | Hold |
2,400
| – | – | 0.01% | 500 |
|
|
2013
Q2 | $86K | Buy |
+2,400
| New | +$86K | ﹤0.01% | 507 |
|