EWM
ESGR
Evercore Wealth Management’s Enstar Group ESGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,208
| Closed | -$252K | – | 384 |
|
|
2018
Q3 | $252K | Buy |
+1,208
| New | +$252K | 0.01% | 365 |
|
|
2018
Q1 | – | Sell |
-518
| Closed | -$104K | – | 478 |
|
|
2017
Q4 | $104K | Sell |
518
-100
| -16% | -$20.1K | ﹤0.01% | 453 |
|
|
2017
Q3 | $137K | Hold |
618
| – | – | 0.01% | 413 |
|
|
2017
Q2 | $123K | Hold |
618
| – | – | ﹤0.01% | 430 |
|
|
2017
Q1 | $118K | Hold |
618
| – | – | ﹤0.01% | 446 |
|
|
2016
Q4 | $122K | Hold |
618
| – | – | 0.01% | 456 |
|
|
2016
Q3 | $102K | Hold |
618
| – | – | ﹤0.01% | 476 |
|
|
2016
Q2 | $100K | Buy |
618
+18
| +3% | +$2.91K | ﹤0.01% | 462 |
|
|
2016
Q1 | $98K | Sell |
600
-550
| -48% | -$89.8K | ﹤0.01% | 461 |
|
|
2015
Q4 | $173K | Buy |
+1,150
| New | +$173K | 0.01% | 393 |
|
|
2015
Q1 | – | Sell |
-13
| Closed | -$2K | – | 1004 |
|
|
2014
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 842 |
|
|
2014
Q2 | – | Sell |
-250
| Closed | -$34K | – | 1013 |
|
|
2014
Q1 | $34K | Hold |
250
| – | – | ﹤0.01% | 656 |
|
|
2013
Q4 | $35K | Hold |
250
| – | – | ﹤0.01% | 607 |
|
|
2013
Q3 | $34K | Hold |
250
| – | – | ﹤0.01% | 613 |
|
|
2013
Q2 | $33K | Buy |
+250
| New | +$33K | ﹤0.01% | 613 |
|