Evercore Wealth Management’s Honda HMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-1,000
| Closed | -$30K | – | 1034 |
|
2015
Q3 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 670 |
|
2015
Q2 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 709 |
|
2015
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 687 |
|
2014
Q4 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 610 |
|
2014
Q3 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 661 |
|
2014
Q2 | $35K | Sell |
1,000
-100
| -9% | -$3.5K | ﹤0.01% | 661 |
|
2014
Q1 | $39K | Hold |
1,100
| – | – | ﹤0.01% | 634 |
|
2013
Q4 | $45K | Sell |
1,100
-211
| -16% | -$8.63K | ﹤0.01% | 574 |
|
2013
Q3 | $50K | Buy |
1,311
+311
| +31% | +$11.9K | ﹤0.01% | 568 |
|
2013
Q2 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 600 |
|