EWM
Evercore Wealth Management’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$14K | – | 514 |
|
|
2017
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 772 |
|
|
2017
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 740 |
|
|
2017
Q2 | $14K | Sell |
500
-506
| -50% | -$14.2K | ﹤0.01% | 768 |
|
|
2017
Q1 | $31K | Hold |
1,006
| – | – | ﹤0.01% | 680 |
|
|
2016
Q4 | $24K | Hold |
1,006
| – | – | ﹤0.01% | 725 |
|
|
2016
Q3 | $25K | Hold |
1,006
| – | – | ﹤0.01% | 734 |
|
|
2016
Q2 | $21K | Buy |
+1,006
| New | +$21K | ﹤0.01% | 745 |
|
|
2016
Q1 | – | Sell |
-476
| Closed | -$10K | – | 965 |
|
|
2015
Q4 | $10K | Buy |
+476
| New | +$10K | ﹤0.01% | 852 |
|
|
2015
Q1 | – | Sell |
-102
| Closed | -$3K | – | 1008 |
|
|
2014
Q4 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 820 |
|
|
2013
Q4 | – | Sell |
-216
| Closed | -$5K | – | 900 |
|
|
2013
Q3 | $5K | Buy |
+216
| New | +$5K | ﹤0.01% | 842 |
|