EWM
Evercore Wealth Management’s FirstCash FCFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$13K | – | 497 |
|
|
2017
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 779 |
|
|
2017
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 763 |
|
|
2017
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 790 |
|
|
2017
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 823 |
|
|
2016
Q4 | – | Sell |
-425
| Closed | -$20K | – | 1045 |
|
|
2016
Q3 | $20K | Buy |
+425
| New | +$20K | ﹤0.01% | 767 |
|