EWM
Evercore Wealth Management’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-217
| Closed | -$40K | – | 1029 |
|
|
2016
Q2 | $40K | Sell |
217
-384
| -64% | -$70.8K | ﹤0.01% | 619 |
|
|
2016
Q1 | $119K | Sell |
601
-243
| -29% | -$48.1K | 0.01% | 425 |
|
|
2015
Q4 | $155K | Buy |
+844
| New | +$155K | 0.01% | 420 |
|
|
2014
Q3 | – | Sell |
-8
| Closed | -$1K | – | 946 |
|
|
2014
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 989 |
|