EWM
ESND
Evercore Wealth Management’s Essendant Inc. ESND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-53,760
| Closed | -$676K | – | 417 |
|
|
2018
Q4 | $676K | Hold |
53,760
| – | – | 0.03% | 221 |
|
|
2018
Q3 | $689K | Hold |
53,760
| – | – | 0.02% | 242 |
|
|
2018
Q2 | $711K | Buy |
+53,760
| New | +$711K | 0.02% | 234 |
|
|
2016
Q1 | – | Sell |
-775
| Closed | -$25K | – | 1040 |
|
|
2015
Q4 | $25K | Buy |
+775
| New | +$25K | ﹤0.01% | 727 |
|
|
2014
Q4 | – | Sell |
-3,000
| Closed | -$113K | – | 1020 |
|
|
2014
Q3 | $113K | Hold |
3,000
| – | – | 0.01% | 495 |
|
|
2014
Q2 | $124K | Hold |
3,000
| – | – | 0.01% | 477 |
|
|
2014
Q1 | $123K | Hold |
3,000
| – | – | 0.01% | 447 |
|
|
2013
Q4 | $138K | Hold |
3,000
| – | – | 0.01% | 409 |
|
|
2013
Q3 | $130K | Hold |
3,000
| – | – | 0.01% | 449 |
|
|
2013
Q2 | $101K | Buy |
+3,000
| New | +$101K | 0.01% | 489 |
|