EWM
Evercore Wealth Management’s ENI E Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-321
| Closed | -$10K | – | 1023 |
|
|
2015
Q3 | $10K | Sell |
321
-56
| -15% | -$1.75K | ﹤0.01% | 834 |
|
|
2015
Q2 | $13K | Sell |
377
-462
| -55% | -$15.9K | ﹤0.01% | 854 |
|
|
2015
Q1 | $29K | Buy |
839
+291
| +53% | +$10.1K | ﹤0.01% | 720 |
|
|
2014
Q4 | $19K | Hold |
548
| – | – | ﹤0.01% | 674 |
|
|
2014
Q3 | $26K | Buy |
548
+147
| +37% | +$6.97K | ﹤0.01% | 699 |
|
|
2014
Q2 | $22K | Buy |
401
+371
| +1,237% | +$20.4K | ﹤0.01% | 720 |
|
|
2014
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 887 |
|
|
2013
Q4 | $1K | Sell |
30
-206
| -87% | -$6.87K | ﹤0.01% | 832 |
|
|
2013
Q3 | $10K | Buy |
236
+206
| +687% | +$8.73K | ﹤0.01% | 752 |
|
|
2013
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 785 |
|