EWM
Evercore Wealth Management’s Herc Holdings HRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-746
| Closed | -$8K | – | 1038 |
|
|
2016
Q2 | $8K | Buy |
+746
| New | +$8K | ﹤0.01% | 870 |
|
|
2015
Q4 | – | Sell |
-1,214
| Closed | -$20K | – | 1035 |
|
|
2015
Q3 | $20K | Hold |
1,214
| – | – | ﹤0.01% | 738 |
|
|
2015
Q2 | $22K | Sell |
1,214
-1,983
| -62% | -$35.9K | ﹤0.01% | 774 |
|
|
2015
Q1 | $69K | Buy |
3,197
+683
| +27% | +$14.7K | ﹤0.01% | 584 |
|
|
2014
Q4 | $62K | Sell |
2,514
-400
| -14% | -$9.87K | ﹤0.01% | 531 |
|
|
2014
Q3 | $74K | Hold |
2,914
| – | – | ﹤0.01% | 556 |
|
|
2014
Q2 | $81K | Sell |
2,914
-480
| -14% | -$13.3K | ﹤0.01% | 539 |
|
|
2014
Q1 | $89K | Buy |
3,394
+1,380
| +69% | +$36.2K | 0.01% | 505 |
|
|
2013
Q4 | $58K | Sell |
2,014
-1,200
| -37% | -$34.6K | ﹤0.01% | 538 |
|
|
2013
Q3 | $71K | Buy |
3,214
+1,214
| +61% | +$26.8K | ﹤0.01% | 529 |
|
|
2013
Q2 | $50K | Buy |
+2,000
| New | +$50K | ﹤0.01% | 570 |
|