EWM
Evercore Wealth Management’s F5 FFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,111
| Closed | -$222K | – | 386 |
|
|
2018
Q3 | $222K | Buy |
+1,111
| New | +$222K | 0.01% | 387 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$79K | – | 500 |
|
|
2017
Q4 | $79K | Hold |
600
| – | – | ﹤0.01% | 507 |
|
|
2017
Q3 | $72K | Hold |
600
| – | – | ﹤0.01% | 522 |
|
|
2017
Q2 | $76K | Hold |
600
| – | – | ﹤0.01% | 519 |
|
|
2017
Q1 | $86K | Hold |
600
| – | – | ﹤0.01% | 509 |
|
|
2016
Q4 | $87K | Hold |
600
| – | – | ﹤0.01% | 520 |
|
|
2016
Q3 | $75K | Hold |
600
| – | – | ﹤0.01% | 524 |
|
|
2016
Q2 | $68K | Hold |
600
| – | – | ﹤0.01% | 521 |
|
|
2016
Q1 | $64K | Sell |
600
-800
| -57% | -$85.3K | ﹤0.01% | 522 |
|
|
2015
Q4 | $136K | Buy |
+1,400
| New | +$136K | 0.01% | 442 |
|
|
2015
Q2 | – | Sell |
-24
| Closed | -$3K | – | 1072 |
|
|
2015
Q1 | $3K | Sell |
24
-1,771
| -99% | -$221K | ﹤0.01% | 949 |
|
|
2014
Q4 | $234K | Sell |
1,795
-35
| -2% | -$4.56K | 0.01% | 335 |
|
|
2014
Q3 | $217K | Sell |
1,830
-12
| -0.7% | -$1.42K | 0.01% | 381 |
|
|
2014
Q2 | $205K | Sell |
1,842
-28,771
| -94% | -$3.2M | 0.01% | 385 |
|
|
2014
Q1 | $3.26M | Sell |
30,613
-1,485
| -5% | -$158K | 0.18% | 110 |
|
|
2013
Q4 | $2.92M | Sell |
32,098
-4,149
| -11% | -$377K | 0.16% | 121 |
|
|
2013
Q3 | $3.11M | Sell |
36,247
-5,081
| -12% | -$436K | 0.18% | 128 |
|
|
2013
Q2 | $2.84M | Buy |
+41,328
| New | +$2.84M | 0.16% | 133 |
|