EWM
Evercore Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,015
| Closed | -$103K | – | 376 |
|
|
2019
Q4 | $103K | Buy |
+11,015
| New | +$103K | ﹤0.01% | 400 |
|
|
2019
Q3 | – | Sell |
-11,412
| Closed | -$117K | – | 409 |
|
|
2019
Q2 | $117K | Buy |
+11,412
| New | +$117K | ﹤0.01% | 409 |
|
|
2018
Q1 | – | Sell |
-11,785
| Closed | -$147K | – | 494 |
|
|
2017
Q4 | $147K | Hold |
11,785
| – | – | 0.01% | 404 |
|
|
2017
Q3 | $141K | Sell |
11,785
-2,556
| -18% | -$30.6K | 0.01% | 406 |
|
|
2017
Q2 | $161K | Sell |
14,341
-29,830
| -68% | -$335K | 0.01% | 395 |
|
|
2017
Q1 | $514K | Buy |
44,171
+9,195
| +26% | +$107K | 0.02% | 256 |
|
|
2016
Q4 | $424K | Buy |
34,976
+5,274
| +18% | +$63.9K | 0.02% | 265 |
|
|
2016
Q3 | $358K | Buy |
29,702
+656
| +2% | +$7.91K | 0.01% | 286 |
|
|
2016
Q2 | $365K | Buy |
29,046
+2,396
| +9% | +$30.1K | 0.02% | 280 |
|
|
2016
Q1 | $360K | Sell |
26,650
-1,091
| -4% | -$14.7K | 0.02% | 283 |
|
|
2015
Q4 | $391K | Sell |
27,741
-594
| -2% | -$8.37K | 0.02% | 278 |
|
|
2015
Q3 | $385K | Sell |
28,335
-555
| -2% | -$7.54K | 0.02% | 289 |
|
|
2015
Q2 | $435K | Sell |
28,890
-810
| -3% | -$12.2K | 0.02% | 293 |
|
|
2015
Q1 | $478K | Sell |
29,700
-4,125
| -12% | -$66.4K | 0.02% | 283 |
|
|
2014
Q4 | $525K | Sell |
33,825
-1,195
| -3% | -$18.5K | 0.03% | 229 |
|
|
2014
Q3 | $518K | Hold |
35,020
| – | – | 0.03% | 258 |
|
|
2014
Q2 | $603K | Sell |
35,020
-1,005
| -3% | -$17.3K | 0.03% | 246 |
|
|
2014
Q1 | $562K | Buy |
36,025
+5,845
| +19% | +$91.2K | 0.03% | 245 |
|
|
2013
Q4 | $466K | Sell |
30,180
-96,628
| -76% | -$1.49M | 0.03% | 270 |
|
|
2013
Q3 | $2.14M | Buy |
126,808
+67,278
| +113% | +$1.14M | 0.12% | 158 |
|
|
2013
Q2 | $921K | Buy |
+59,530
| New | +$921K | 0.05% | 218 |
|