EWM
Evercore Wealth Management’s ESCO Technologies ESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-250
| Closed | -$15K | – | 477 |
|
|
2017
Q4 | $15K | Hold |
250
| – | – | ﹤0.01% | 763 |
|
|
2017
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 749 |
|
|
2017
Q2 | $15K | Hold |
250
| – | – | ﹤0.01% | 755 |
|
|
2017
Q1 | $15K | Sell |
250
-112
| -31% | -$6.72K | ﹤0.01% | 786 |
|
|
2016
Q4 | $21K | Hold |
362
| – | – | ﹤0.01% | 743 |
|
|
2016
Q3 | $17K | Hold |
362
| – | – | ﹤0.01% | 794 |
|
|
2016
Q2 | $14K | Hold |
362
| – | – | ﹤0.01% | 804 |
|
|
2016
Q1 | $14K | Hold |
362
| – | – | ﹤0.01% | 771 |
|
|
2015
Q4 | $13K | Hold |
362
| – | – | ﹤0.01% | 824 |
|
|
2015
Q3 | $13K | Hold |
362
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $13K | Hold |
362
| – | – | ﹤0.01% | 857 |
|
|
2015
Q1 | $14K | Hold |
362
| – | – | ﹤0.01% | 832 |
|
|
2014
Q4 | $13K | Hold |
362
| – | – | ﹤0.01% | 720 |
|
|
2014
Q3 | $13K | Hold |
362
| – | – | ﹤0.01% | 798 |
|
|
2014
Q2 | $13K | Hold |
362
| – | – | ﹤0.01% | 799 |
|
|
2014
Q1 | $13K | Buy |
362
+112
| +45% | +$4.02K | ﹤0.01% | 804 |
|
|
2013
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 763 |
|
|
2013
Q3 | $8K | Hold |
250
| – | – | ﹤0.01% | 779 |
|
|
2013
Q2 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 732 |
|