EWM
Evercore Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-846
| Closed | -$15K | – | 505 |
|
|
2017
Q4 | $15K | Hold |
846
| – | – | ﹤0.01% | 764 |
|
|
2017
Q3 | $14K | Hold |
846
| – | – | ﹤0.01% | 761 |
|
|
2017
Q2 | $14K | Hold |
846
| – | – | ﹤0.01% | 766 |
|
|
2017
Q1 | $14K | Buy |
846
+561
| +197% | +$9.28K | ﹤0.01% | 795 |
|
|
2016
Q4 | $4K | Sell |
285
-780
| -73% | -$10.9K | ﹤0.01% | 903 |
|
|
2016
Q3 | $15K | Buy |
1,065
+285
| +37% | +$4.01K | ﹤0.01% | 818 |
|
|
2016
Q2 | $9K | Buy |
+780
| New | +$9K | ﹤0.01% | 862 |
|