EWM
EXAM
Evercore Wealth Management’s EXAMWORKS GROUP INC COM STK (DE) EXAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-12
| Closed | – | – | 1089 |
|
|
2016
Q2 | $0 | Sell |
12
-12
| -50% | – | ﹤0.01% | 1058 |
|
|
2016
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 932 |
|
|
2015
Q4 | $1K | Sell |
24
-316,285
| -100% | -$13.2M | ﹤0.01% | 995 |
|
|
2015
Q3 | $9.25M | Hold |
316,309
| – | – | 0.44% | 65 |
|
|
2015
Q2 | $12.4M | Hold |
316,309
| – | – | 0.56% | 53 |
|
|
2015
Q1 | $13.2M | Hold |
316,309
| – | – | 0.6% | 51 |
|
|
2014
Q4 | $13.2M | Sell |
316,309
-26
| -0% | -$1.08K | 0.66% | 50 |
|
|
2014
Q3 | $10.4M | Buy |
316,335
+316,285
| +632,570% | +$10.4M | 0.52% | 57 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 983 |
|
|
2014
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 891 |
|
|
2013
Q4 | $1K | Sell |
50
-12,802
| -100% | -$256K | ﹤0.01% | 839 |
|
|
2013
Q3 | $334K | Buy |
+12,852
| New | +$334K | 0.02% | 333 |
|