EWM
HOT
Evercore Wealth Management’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,725
| Closed | -$349K | – | 1094 |
|
|
2016
Q2 | $349K | Buy |
4,725
+20
| +0.4% | +$1.48K | 0.02% | 287 |
|
|
2016
Q1 | $393K | Sell |
4,705
-1,396
| -23% | -$117K | 0.02% | 270 |
|
|
2015
Q4 | $423K | Hold |
6,101
| – | – | 0.02% | 269 |
|
|
2015
Q3 | $408K | Hold |
6,101
| – | – | 0.02% | 280 |
|
|
2015
Q2 | $494K | Sell |
6,101
-2,690
| -31% | -$218K | 0.02% | 272 |
|
|
2015
Q1 | $737K | Sell |
8,791
-650
| -7% | -$54.5K | 0.03% | 222 |
|
|
2014
Q4 | $764K | Sell |
9,441
-706
| -7% | -$57.1K | 0.04% | 198 |
|
|
2014
Q3 | $845K | Buy |
10,147
+1,731
| +21% | +$144K | 0.04% | 198 |
|
|
2014
Q2 | $680K | Sell |
8,416
-112
| -1% | -$9.05K | 0.04% | 231 |
|
|
2014
Q1 | $678K | Buy |
8,528
+397
| +5% | +$31.6K | 0.04% | 223 |
|
|
2013
Q4 | $646K | Buy |
8,131
+3,883
| +91% | +$309K | 0.04% | 232 |
|
|
2013
Q3 | $282K | Buy |
4,248
+90
| +2% | +$5.98K | 0.02% | 362 |
|
|
2013
Q2 | $262K | Buy |
+4,158
| New | +$262K | 0.01% | 367 |
|