EWM
Evercore Wealth Management’s Global Payments GPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,717
| Closed | -$273K | – | 404 |
|
|
2019
Q3 | $273K | Sell |
1,717
-78
| -4% | -$12.4K | 0.01% | 351 |
|
|
2019
Q2 | $288K | Hold |
1,795
| – | – | 0.01% | 346 |
|
|
2019
Q1 | $245K | Buy |
+1,795
| New | +$245K | 0.01% | 359 |
|
|
2018
Q4 | – | Sell |
-1,581
| Closed | -$201K | – | 387 |
|
|
2018
Q3 | $201K | Buy |
+1,581
| New | +$201K | 0.01% | 408 |
|
|
2018
Q1 | – | Sell |
-1,882
| Closed | -$188K | – | 521 |
|
|
2017
Q4 | $188K | Sell |
1,882
-440
| -19% | -$44K | 0.01% | 374 |
|
|
2017
Q3 | $221K | Sell |
2,322
-308
| -12% | -$29.3K | 0.01% | 350 |
|
|
2017
Q2 | $238K | Hold |
2,630
| – | – | 0.01% | 338 |
|
|
2017
Q1 | $212K | Sell |
2,630
-69
| -3% | -$5.56K | 0.01% | 353 |
|
|
2016
Q4 | $188K | Buy |
2,699
+17
| +0.6% | +$1.18K | 0.01% | 383 |
|
|
2016
Q3 | $205K | Hold |
2,682
| – | – | 0.01% | 368 |
|
|
2016
Q2 | $191K | Hold |
2,682
| – | – | 0.01% | 372 |
|
|
2016
Q1 | $176K | Sell |
2,682
-1,186
| -31% | -$77.8K | 0.01% | 379 |
|
|
2015
Q4 | $249K | Buy |
3,868
+1,934
| +100% | +$125K | 0.01% | 337 |
|
|
2015
Q3 | $223K | Buy |
1,934
+26
| +1% | +$3K | 0.01% | 364 |
|
|
2015
Q2 | $198K | Buy |
1,908
+473
| +33% | +$49.1K | 0.01% | 419 |
|
|
2015
Q1 | $132K | Sell |
1,435
-93
| -6% | -$8.56K | 0.01% | 482 |
|
|
2014
Q4 | $124K | Sell |
1,528
-431
| -22% | -$35K | 0.01% | 428 |
|
|
2014
Q3 | $136K | Buy |
1,959
+1,040
| +113% | +$72.2K | 0.01% | 464 |
|
|
2014
Q2 | $67K | Sell |
919
-828
| -47% | -$60.4K | ﹤0.01% | 568 |
|
|
2014
Q1 | $122K | Buy |
1,747
+432
| +33% | +$30.2K | 0.01% | 448 |
|
|
2013
Q4 | $85K | Buy |
1,315
+1,202
| +1,064% | +$77.7K | ﹤0.01% | 478 |
|
|
2013
Q3 | $5K | Hold |
113
| – | – | ﹤0.01% | 844 |
|
|
2013
Q2 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 761 |
|