EWM
Evercore Wealth Management’s Equinor EQNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,547
| Closed | -$63K | – | 975 |
|
|
2015
Q2 | $63K | Buy |
3,547
+2,262
| +176% | +$40.2K | ﹤0.01% | 594 |
|
|
2015
Q1 | $23K | Buy |
1,285
+747
| +139% | +$13.4K | ﹤0.01% | 763 |
|
|
2014
Q4 | $10K | Hold |
538
| – | – | ﹤0.01% | 740 |
|
|
2014
Q3 | $14K | Buy |
538
+153
| +40% | +$3.98K | ﹤0.01% | 783 |
|
|
2014
Q2 | $12K | Buy |
+385
| New | +$12K | ﹤0.01% | 811 |
|
|
2013
Q4 | – | Sell |
-389
| Closed | -$9K | – | 879 |
|
|
2013
Q3 | $9K | Buy |
+389
| New | +$9K | ﹤0.01% | 762 |
|