EWM
Evercore Wealth Management’s Fortive FTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,770
| Closed | -$548K | – | 423 |
|
|
2021
Q3 | $548K | Hold |
7,770
| – | – | 0.01% | 275 |
|
|
2021
Q2 | $542K | Sell |
7,770
-5
| -0.1% | -$349 | 0.01% | 281 |
|
|
2021
Q1 | $549K | Buy |
7,775
+256
| +3% | +$18.1K | 0.01% | 280 |
|
|
2020
Q4 | $532K | Buy |
7,519
+5
| +0.1% | +$354 | 0.01% | 277 |
|
|
2020
Q3 | $573K | Hold |
7,514
| – | – | 0.01% | 251 |
|
|
2020
Q2 | $509K | Hold |
7,514
| – | – | 0.01% | 255 |
|
|
2020
Q1 | $415K | Sell |
7,514
-434
| -5% | -$24K | 0.01% | 258 |
|
|
2019
Q4 | $607K | Sell |
7,948
-700
| -8% | -$53.5K | 0.02% | 260 |
|
|
2019
Q3 | $593K | Sell |
8,648
-168
| -2% | -$11.5K | 0.02% | 257 |
|
|
2019
Q2 | $719K | Sell |
8,816
-300
| -3% | -$24.5K | 0.02% | 235 |
|
|
2019
Q1 | $764K | Buy |
9,116
+128
| +1% | +$10.7K | 0.02% | 227 |
|
|
2018
Q4 | $609K | Buy |
8,988
+577
| +7% | +$39.1K | 0.02% | 234 |
|
|
2018
Q3 | $708K | Sell |
8,411
-650
| -7% | -$54.7K | 0.02% | 240 |
|
|
2018
Q2 | $699K | Sell |
9,061
-941
| -9% | -$72.6K | 0.02% | 236 |
|
|
2018
Q1 | $775K | Sell |
10,002
-696
| -7% | -$53.9K | 0.03% | 202 |
|
|
2017
Q4 | $774K | Sell |
10,698
-32
| -0.3% | -$2.32K | 0.03% | 210 |
|
|
2017
Q3 | $760K | Buy |
10,730
+10
| +0.1% | +$708 | 0.03% | 206 |
|
|
2017
Q2 | $679K | Buy |
10,720
+260
| +2% | +$16.5K | 0.03% | 217 |
|
|
2017
Q1 | $630K | Sell |
10,460
-3,758
| -26% | -$226K | 0.02% | 234 |
|
|
2016
Q4 | $762K | Sell |
14,218
-608
| -4% | -$32.6K | 0.03% | 206 |
|
|
2016
Q3 | $754K | Buy |
+14,826
| New | +$754K | 0.03% | 206 |
|