EWM
Evercore Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-26
| Closed | -$4K | – | 1047 |
|
|
2016
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 953 |
|
|
2016
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 945 |
|
|
2016
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 875 |
|
|
2015
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 934 |
|
|
2015
Q2 | – | Sell |
-324
| Closed | -$52K | – | 1071 |
|
|
2015
Q1 | $52K | Hold |
324
| – | – | ﹤0.01% | 621 |
|
|
2014
Q4 | $46K | Hold |
324
| – | – | ﹤0.01% | 560 |
|
|
2014
Q3 | $39K | Sell |
324
-324
| -50% | -$39K | ﹤0.01% | 646 |
|
|
2014
Q2 | $78K | Hold |
648
| – | – | ﹤0.01% | 544 |
|
|
2014
Q1 | $70K | Hold |
648
| – | – | ﹤0.01% | 539 |
|
|
2013
Q4 | $70K | Hold |
648
| – | – | ﹤0.01% | 512 |
|
|
2013
Q3 | $70K | Hold |
648
| – | – | ﹤0.01% | 530 |
|
|
2013
Q2 | $66K | Buy |
+648
| New | +$66K | ﹤0.01% | 533 |
|