EWM
Evercore Wealth Management’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,700
| Closed | -$327K | – | 392 |
|
|
2018
Q3 | $327K | Hold |
12,700
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $288K | Buy |
+12,700
| New | +$288K | 0.01% | 333 |
|
|
2018
Q1 | – | Sell |
-4,793
| Closed | -$101K | – | 539 |
|
|
2017
Q4 | $101K | Sell |
4,793
-2,000
| -29% | -$42.1K | ﹤0.01% | 460 |
|
|
2017
Q3 | $136K | Hold |
6,793
| – | – | 0.01% | 415 |
|
|
2017
Q2 | $119K | Buy |
6,793
+836
| +14% | +$14.6K | ﹤0.01% | 437 |
|
|
2017
Q1 | $107K | Sell |
5,957
-569
| -9% | -$10.2K | ﹤0.01% | 466 |
|
|
2016
Q4 | $97K | Buy |
6,526
+148
| +2% | +$2.2K | ﹤0.01% | 500 |
|
|
2016
Q3 | $99K | Buy |
6,378
+2,000
| +46% | +$31K | ﹤0.01% | 485 |
|
|
2016
Q2 | $55K | Buy |
4,378
+43
| +1% | +$540 | ﹤0.01% | 562 |
|
|
2016
Q1 | $53K | Buy |
4,335
+34
| +0.8% | +$416 | ﹤0.01% | 553 |
|
|
2015
Q4 | $51K | Sell |
4,301
-1,499
| -26% | -$17.8K | ﹤0.01% | 592 |
|
|
2015
Q3 | $148K | Sell |
5,800
-155
| -3% | -$3.96K | 0.01% | 432 |
|
|
2015
Q2 | $179K | Sell |
5,955
-3,364
| -36% | -$101K | 0.01% | 435 |
|
|
2015
Q1 | $290K | Buy |
9,319
+3,205
| +52% | +$99.7K | 0.01% | 357 |
|
|
2014
Q4 | $245K | Buy |
6,114
+293
| +5% | +$11.7K | 0.01% | 327 |
|
|
2014
Q3 | $206K | Sell |
5,821
-320
| -5% | -$11.3K | 0.01% | 391 |
|
|
2014
Q2 | $207K | Buy |
6,141
+241
| +4% | +$8.12K | 0.01% | 381 |
|
|
2014
Q1 | $191K | Buy |
5,900
+100
| +2% | +$3.24K | 0.01% | 384 |
|
|
2013
Q4 | $162K | Sell |
5,800
-196
| -3% | -$5.47K | 0.01% | 386 |
|
|
2013
Q3 | $126K | Sell |
5,996
-804
| -12% | -$16.9K | 0.01% | 456 |
|
|
2013
Q2 | $169K | Buy |
+6,800
| New | +$169K | 0.01% | 421 |
|