EWM
FDO
Evercore Wealth Management’s FAMILY DOLLAR STORES FDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-681
| Closed | -$54K | – | 1110 |
|
|
2015
Q2 | $54K | Hold |
681
| – | – | ﹤0.01% | 624 |
|
|
2015
Q1 | $54K | Hold |
681
| – | – | ﹤0.01% | 617 |
|
|
2014
Q4 | $54K | Hold |
681
| – | – | ﹤0.01% | 547 |
|
|
2014
Q3 | $52K | Hold |
681
| – | – | ﹤0.01% | 608 |
|
|
2014
Q2 | $45K | Buy |
681
+419
| +160% | +$27.7K | ﹤0.01% | 629 |
|
|
2014
Q1 | $16K | Hold |
262
| – | – | ﹤0.01% | 775 |
|
|
2013
Q4 | $18K | Sell |
262
-159
| -38% | -$10.9K | ﹤0.01% | 699 |
|
|
2013
Q3 | $29K | Buy |
421
+29
| +7% | +$2K | ﹤0.01% | 635 |
|
|
2013
Q2 | $24K | Buy |
+392
| New | +$24K | ﹤0.01% | 638 |
|