EWM
Evercore Wealth Management’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,700
| Closed | -$175K | – | 391 |
|
|
2018
Q3 | $175K | Hold |
10,700
| – | – | 0.01% | 411 |
|
|
2018
Q2 | $156K | Buy |
+10,700
| New | +$156K | 0.01% | 397 |
|
|
2018
Q1 | – | Sell |
-5,200
| Closed | -$75K | – | 538 |
|
|
2017
Q4 | $75K | Hold |
5,200
| – | – | ﹤0.01% | 514 |
|
|
2017
Q3 | $76K | Hold |
5,200
| – | – | ﹤0.01% | 513 |
|
|
2017
Q2 | $86K | Sell |
5,200
-163
| -3% | -$2.7K | ﹤0.01% | 497 |
|
|
2017
Q1 | $127K | Sell |
5,363
-556
| -9% | -$13.2K | 0.01% | 434 |
|
|
2016
Q4 | $137K | Buy |
5,919
+55
| +0.9% | +$1.27K | 0.01% | 437 |
|
|
2016
Q3 | $133K | Buy |
5,864
+2,000
| +52% | +$45.4K | 0.01% | 439 |
|
|
2016
Q2 | $71K | Sell |
3,864
-437
| -10% | -$8.03K | ﹤0.01% | 515 |
|
|
2016
Q1 | $76K | Hold |
4,301
| – | – | ﹤0.01% | 500 |
|
|
2015
Q4 | $65K | Buy |
+4,301
| New | +$65K | ﹤0.01% | 548 |
|