EWM
Evercore Wealth Management’s EQT Corp EQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,700
| Closed | -$97K | – | 475 |
|
|
2017
Q4 | $97K | Sell |
1,700
-1,700
| -50% | -$97K | ﹤0.01% | 467 |
|
|
2017
Q3 | $222K | Hold |
3,400
| – | – | 0.01% | 349 |
|
|
2017
Q2 | $199K | Hold |
3,400
| – | – | 0.01% | 366 |
|
|
2017
Q1 | $208K | Sell |
3,400
-18
| -0.5% | -$1.1K | 0.01% | 357 |
|
|
2016
Q4 | $223K | Buy |
3,418
+418
| +14% | +$27.3K | 0.01% | 345 |
|
|
2016
Q3 | $218K | Hold |
3,000
| – | – | 0.01% | 358 |
|
|
2016
Q2 | $232K | Hold |
3,000
| – | – | 0.01% | 335 |
|
|
2016
Q1 | $202K | Buy |
3,000
+300
| +11% | +$20.2K | 0.01% | 352 |
|
|
2015
Q4 | $141K | Hold |
2,700
| – | – | 0.01% | 437 |
|
|
2015
Q3 | $175K | Hold |
2,700
| – | – | 0.01% | 403 |
|
|
2015
Q2 | $219K | Hold |
2,700
| – | – | 0.01% | 402 |
|
|
2015
Q1 | $224K | Hold |
2,700
| – | – | 0.01% | 398 |
|
|
2014
Q4 | $205K | Sell |
2,700
-29,000
| -91% | -$2.2M | 0.01% | 358 |
|
|
2014
Q3 | $2.9M | Hold |
31,700
| – | – | 0.15% | 120 |
|
|
2014
Q2 | $3.39M | Hold |
31,700
| – | – | 0.17% | 110 |
|
|
2014
Q1 | $3.07M | Hold |
31,700
| – | – | 0.17% | 113 |
|
|
2013
Q4 | $2.85M | Sell |
31,700
-51
| -0.2% | -$4.58K | 0.16% | 123 |
|
|
2013
Q3 | $2.82M | Buy |
31,751
+51
| +0.2% | +$4.53K | 0.16% | 136 |
|
|
2013
Q2 | $2.52M | Buy |
+31,700
| New | +$2.52M | 0.14% | 142 |
|