Evercore Wealth Management’s Du Pont De Nemours E I DD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-36,538
Closed -$2.95M 979
2017
Q2
$2.95M Sell
36,538
-2,231
-6% -$180K 0.11% 109
2017
Q1
$3.12M Buy
38,769
+1,478
+4% +$119K 0.12% 107
2016
Q4
$2.74M Sell
37,291
-1,002
-3% -$73.5K 0.11% 112
2016
Q3
$2.57M Sell
38,293
-850
-2% -$56.9K 0.11% 117
2016
Q2
$2.54M Sell
39,143
-186
-0.5% -$12.1K 0.11% 114
2016
Q1
$2.49M Sell
39,329
-8,978
-19% -$569K 0.11% 115
2015
Q4
$3.22M Sell
48,307
-6,434
-12% -$428K 0.15% 105
2015
Q3
$2.64M Sell
54,741
-8,972
-14% -$433K 0.13% 113
2015
Q2
$3.88M Sell
63,713
-11,306
-15% -$688K 0.18% 106
2015
Q1
$5.09M Sell
75,019
-3,459
-4% -$235K 0.23% 95
2014
Q4
$5.51M Sell
78,478
-7,463
-9% -$524K 0.27% 82
2014
Q3
$5.86M Buy
85,941
+7,414
+9% +$506K 0.29% 82
2014
Q2
$4.89M Buy
78,527
+16,431
+26% +$1.02M 0.25% 91
2014
Q1
$3.96M Sell
62,096
-222
-0.4% -$14.1K 0.22% 99
2013
Q4
$3.84M Sell
62,318
-24,679
-28% -$1.52M 0.21% 106
2013
Q3
$4.84M Sell
86,997
-18,336
-17% -$1.02M 0.28% 96
2013
Q2
$5.26M Buy
+105,333
New +$5.26M 0.3% 92