EWM
Evercore Wealth Management’s Flowserve FLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,443
| Closed | -$61K | – | 508 |
|
|
2017
Q4 | $61K | Sell |
1,443
-123
| -8% | -$5.2K | ﹤0.01% | 551 |
|
|
2017
Q3 | $67K | Sell |
1,566
-1,027
| -40% | -$43.9K | ﹤0.01% | 536 |
|
|
2017
Q2 | $120K | Buy |
2,593
+756
| +41% | +$35K | ﹤0.01% | 434 |
|
|
2017
Q1 | $89K | Buy |
1,837
+130
| +8% | +$6.3K | ﹤0.01% | 500 |
|
|
2016
Q4 | $82K | Buy |
1,707
+41
| +2% | +$1.97K | ﹤0.01% | 530 |
|
|
2016
Q3 | $81K | Sell |
1,666
-3
| -0.2% | -$146 | ﹤0.01% | 515 |
|
|
2016
Q2 | $75K | Sell |
1,669
-675
| -29% | -$30.3K | ﹤0.01% | 507 |
|
|
2016
Q1 | $104K | Buy |
2,344
+662
| +39% | +$29.4K | ﹤0.01% | 450 |
|
|
2015
Q4 | $71K | Buy |
1,682
+872
| +108% | +$36.8K | ﹤0.01% | 532 |
|
|
2015
Q3 | $32K | Sell |
810
-940
| -54% | -$37.1K | ﹤0.01% | 659 |
|
|
2015
Q2 | $93K | Sell |
1,750
-88
| -5% | -$4.68K | ﹤0.01% | 533 |
|
|
2015
Q1 | $103K | Sell |
1,838
-500
| -21% | -$28K | ﹤0.01% | 524 |
|
|
2014
Q4 | $140K | Hold |
2,338
| – | – | 0.01% | 411 |
|
|
2014
Q3 | $165K | Buy |
2,338
+300
| +15% | +$21.2K | 0.01% | 431 |
|
|
2014
Q2 | $152K | Buy |
2,038
+388
| +24% | +$28.9K | 0.01% | 438 |
|
|
2014
Q1 | $129K | Buy |
+1,650
| New | +$129K | 0.01% | 436 |
|
|
2013
Q4 | – | Sell |
-26,000
| Closed | -$1.62M | – | 894 |
|
|
2013
Q3 | $1.62M | Hold |
26,000
| – | – | 0.09% | 177 |
|
|
2013
Q2 | $1.4M | Buy |
+26,000
| New | +$1.4M | 0.08% | 182 |
|