EWM
Evercore Wealth Management’s Harley-Davidson HOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-450
| Closed | -$23K | – | 535 |
|
|
2017
Q4 | $23K | Hold |
450
| – | – | ﹤0.01% | 706 |
|
|
2017
Q3 | $21K | Hold |
450
| – | – | ﹤0.01% | 706 |
|
|
2017
Q2 | $24K | Hold |
450
| – | – | ﹤0.01% | 687 |
|
|
2017
Q1 | $27K | Hold |
450
| – | – | ﹤0.01% | 705 |
|
|
2016
Q4 | $27K | Sell |
450
-224
| -33% | -$13.4K | ﹤0.01% | 711 |
|
|
2016
Q3 | $36K | Hold |
674
| – | – | ﹤0.01% | 666 |
|
|
2016
Q2 | $31K | Hold |
674
| – | – | ﹤0.01% | 680 |
|
|
2016
Q1 | $35K | Sell |
674
-136
| -17% | -$7.06K | ﹤0.01% | 633 |
|
|
2015
Q4 | $37K | Buy |
810
+360
| +80% | +$16.4K | ﹤0.01% | 650 |
|
|
2015
Q3 | $24K | Sell |
450
-100
| -18% | -$5.33K | ﹤0.01% | 708 |
|
|
2015
Q2 | $31K | Hold |
550
| – | – | ﹤0.01% | 714 |
|
|
2015
Q1 | $33K | Hold |
550
| – | – | ﹤0.01% | 688 |
|
|
2014
Q4 | $36K | Hold |
550
| – | – | ﹤0.01% | 586 |
|
|
2014
Q3 | $32K | Hold |
550
| – | – | ﹤0.01% | 674 |
|
|
2014
Q2 | $38K | Hold |
550
| – | – | ﹤0.01% | 648 |
|
|
2014
Q1 | $37K | Hold |
550
| – | – | ﹤0.01% | 644 |
|
|
2013
Q4 | $38K | Hold |
550
| – | – | ﹤0.01% | 596 |
|
|
2013
Q3 | $36K | Hold |
550
| – | – | ﹤0.01% | 608 |
|
|
2013
Q2 | $30K | Buy |
+550
| New | +$30K | ﹤0.01% | 623 |
|