EWM
Evercore Wealth Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,656
| Closed | -$85K | – | 455 |
|
|
2017
Q4 | $85K | Hold |
1,656
| – | – | ﹤0.01% | 493 |
|
|
2017
Q3 | $60K | Hold |
1,656
| – | – | ﹤0.01% | 551 |
|
|
2017
Q2 | $45K | Buy |
1,656
+1,590
| +2,409% | +$43.2K | ﹤0.01% | 587 |
|
|
2017
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 943 |
|
|
2016
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 941 |
|
|
2015
Q2 | – | Sell |
-79
| Closed | -$3K | – | 1066 |
|
|
2015
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 945 |
|
|
2014
Q4 | $3K | Hold |
79
| – | – | ﹤0.01% | 819 |
|
|
2014
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 898 |
|
|
2014
Q2 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 947 |
|
|
2013
Q4 | – | Sell |
-83
| Closed | -$4K | – | 874 |
|
|
2013
Q3 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 881 |
|