EWM
Evercore Wealth Management’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-144
| Closed | -$8K | – | 515 |
|
|
2017
Q4 | $8K | Hold |
144
| – | – | ﹤0.01% | 821 |
|
|
2017
Q3 | $7K | Hold |
144
| – | – | ﹤0.01% | 812 |
|
|
2017
Q2 | $7K | Sell |
144
-128
| -47% | -$6.22K | ﹤0.01% | 858 |
|
|
2017
Q1 | $13K | Buy |
272
+69
| +34% | +$3.3K | ﹤0.01% | 804 |
|
|
2016
Q4 | $10K | Hold |
203
| – | – | ﹤0.01% | 822 |
|
|
2016
Q3 | $10K | Buy |
203
+75
| +59% | +$3.7K | ﹤0.01% | 867 |
|
|
2016
Q2 | $5K | Sell |
128
-75
| -37% | -$2.93K | ﹤0.01% | 913 |
|
|
2016
Q1 | $10K | Buy |
203
+24
| +13% | +$1.18K | ﹤0.01% | 807 |
|
|
2015
Q4 | $7K | Buy |
+179
| New | +$7K | ﹤0.01% | 887 |
|
|
2013
Q4 | – | Sell |
-117
| Closed | -$4K | – | 902 |
|
|
2013
Q3 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 887 |
|