EWM
Evercore Wealth Management’s First Solar FSLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-166
| Closed | -$11K | – | 511 |
|
2017
Q4 | $11K | Hold |
166
| – | – | ﹤0.01% | 796 |
|
2017
Q3 | $8K | Hold |
166
| – | – | ﹤0.01% | 807 |
|
2017
Q2 | $7K | Hold |
166
| – | – | ﹤0.01% | 857 |
|
2017
Q1 | $4K | Hold |
166
| – | – | ﹤0.01% | 895 |
|
2016
Q4 | $5K | Sell |
166
-645
| -80% | -$19.4K | ﹤0.01% | 880 |
|
2016
Q3 | $32K | Hold |
811
| – | – | ﹤0.01% | 693 |
|
2016
Q2 | $39K | Hold |
811
| – | – | ﹤0.01% | 626 |
|
2016
Q1 | $56K | Hold |
811
| – | – | ﹤0.01% | 545 |
|
2015
Q4 | $54K | Buy |
811
+645
| +389% | +$42.9K | ﹤0.01% | 577 |
|
2015
Q3 | $7K | Hold |
166
| – | – | ﹤0.01% | 864 |
|
2015
Q2 | $8K | Hold |
166
| – | – | ﹤0.01% | 945 |
|
2015
Q1 | $10K | Hold |
166
| – | – | ﹤0.01% | 862 |
|
2014
Q4 | $8K | Hold |
166
| – | – | ﹤0.01% | 762 |
|
2014
Q3 | $11K | Hold |
166
| – | – | ﹤0.01% | 812 |
|
2014
Q2 | $12K | Hold |
166
| – | – | ﹤0.01% | 812 |
|
2014
Q1 | $11K | Hold |
166
| – | – | ﹤0.01% | 814 |
|
2013
Q4 | $9K | Hold |
166
| – | – | ﹤0.01% | 764 |
|
2013
Q3 | $7K | Hold |
166
| – | – | ﹤0.01% | 799 |
|
2013
Q2 | $8K | Buy |
+166
| New | +$8K | ﹤0.01% | 733 |
|