EWM
GMCR
Evercore Wealth Management’s KEURIG GREEN MTN INC GMCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,400
| Closed | -$73K | – | 1106 |
|
|
2015
Q3 | $73K | Hold |
1,400
| – | – | ﹤0.01% | 535 |
|
|
2015
Q2 | $107K | Hold |
1,400
| – | – | ﹤0.01% | 509 |
|
|
2015
Q1 | $156K | Sell |
1,400
-20
| -1% | -$2.23K | 0.01% | 460 |
|
|
2014
Q4 | $188K | Buy |
1,420
+20
| +1% | +$2.65K | 0.01% | 372 |
|
|
2014
Q3 | $182K | Hold |
1,400
| – | – | 0.01% | 412 |
|
|
2014
Q2 | $174K | Buy |
+1,400
| New | +$174K | 0.01% | 413 |
|