EWM
Evercore Wealth Management’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-101
| Closed | -$7K | – | 537 |
|
|
2017
Q4 | $7K | Sell |
101
-42
| -29% | -$2.91K | ﹤0.01% | 827 |
|
|
2017
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 813 |
|
|
2017
Q2 | $8K | Sell |
143
-210
| -59% | -$11.7K | ﹤0.01% | 847 |
|
|
2017
Q1 | $23K | Buy |
353
+143
| +68% | +$9.32K | ﹤0.01% | 732 |
|
|
2016
Q4 | $16K | Buy |
+210
| New | +$16K | ﹤0.01% | 776 |
|
|
2015
Q1 | – | Sell |
-365
| Closed | -$25K | – | 1012 |
|
|
2014
Q4 | $25K | Hold |
365
| – | – | ﹤0.01% | 638 |
|
|
2014
Q3 | $35K | Hold |
365
| – | – | ﹤0.01% | 657 |
|
|
2014
Q2 | $42K | Hold |
365
| – | – | ﹤0.01% | 637 |
|
|
2014
Q1 | $39K | Hold |
365
| – | – | ﹤0.01% | 635 |
|
|
2013
Q4 | $31K | Hold |
365
| – | – | ﹤0.01% | 624 |
|
|
2013
Q3 | $25K | Hold |
365
| – | – | ﹤0.01% | 650 |
|
|
2013
Q2 | $22K | Buy |
+365
| New | +$22K | ﹤0.01% | 645 |
|