EWM
Evercore Wealth Management’s FirstEnergy FE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-566
| Closed | -$17K | – | 499 |
|
|
2017
Q4 | $17K | Sell |
566
-54
| -9% | -$1.62K | ﹤0.01% | 746 |
|
|
2017
Q3 | $19K | Buy |
620
+120
| +24% | +$3.68K | ﹤0.01% | 722 |
|
|
2017
Q2 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 756 |
|
|
2017
Q1 | – | Sell |
-47
| Closed | -$1K | – | 999 |
|
|
2016
Q4 | $1K | Sell |
47
-337
| -88% | -$7.17K | ﹤0.01% | 971 |
|
|
2016
Q3 | $13K | Buy |
384
+214
| +126% | +$7.25K | ﹤0.01% | 839 |
|
|
2016
Q2 | $6K | Buy |
+170
| New | +$6K | ﹤0.01% | 901 |
|
|
2014
Q3 | – | Sell |
-94
| Closed | -$3K | – | 949 |
|
|
2014
Q2 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 948 |
|