EWM
Evercore Wealth Management’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-555
| Closed | -$76K | – | 919 |
|
|
2017
Q2 | $76K | Hold |
555
| – | – | ﹤0.01% | 518 |
|
|
2017
Q1 | $76K | Sell |
555
-535
| -49% | -$73.3K | ﹤0.01% | 529 |
|
|
2016
Q4 | $129K | Sell |
1,090
-295
| -21% | -$34.9K | 0.01% | 447 |
|
|
2016
Q3 | $186K | Sell |
1,385
-533
| -28% | -$71.6K | 0.01% | 387 |
|
|
2016
Q2 | $246K | Buy |
1,918
+194
| +11% | +$24.9K | 0.01% | 326 |
|
|
2016
Q1 | $197K | Buy |
1,724
+101
| +6% | +$11.5K | 0.01% | 356 |
|
|
2015
Q4 | $181K | Buy |
1,623
+243
| +18% | +$27.1K | 0.01% | 386 |
|
|
2015
Q3 | $135K | Hold |
1,380
| – | – | 0.01% | 448 |
|
|
2015
Q2 | $135K | Hold |
1,380
| – | – | 0.01% | 484 |
|
|
2015
Q1 | $129K | Hold |
1,380
| – | – | 0.01% | 490 |
|
|
2014
Q4 | $111K | Hold |
1,380
| – | – | 0.01% | 450 |
|
|
2014
Q3 | $102K | Sell |
1,380
-250
| -15% | -$18.5K | 0.01% | 511 |
|
|
2014
Q2 | $117K | Hold |
1,630
| – | – | 0.01% | 484 |
|
|
2014
Q1 | $111K | Hold |
1,630
| – | – | 0.01% | 466 |
|
|
2013
Q4 | $113K | Sell |
1,630
-34
| -2% | -$2.36K | 0.01% | 438 |
|
|
2013
Q3 | $100K | Buy |
1,664
+34
| +2% | +$2.04K | 0.01% | 486 |
|
|
2013
Q2 | $96K | Buy |
+1,630
| New | +$96K | 0.01% | 495 |
|