EWM
Evercore Wealth Management’s Hubbell HUBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-631
| Closed | -$209K | – | 419 |
|
|
2023
Q2 | $209K | Buy |
+631
| New | +$209K | ﹤0.01% | 388 |
|
|
2018
Q1 | – | Sell |
-675
| Closed | -$91K | – | 543 |
|
|
2017
Q4 | $91K | Hold |
675
| – | – | ﹤0.01% | 481 |
|
|
2017
Q3 | $78K | Hold |
675
| – | – | ﹤0.01% | 504 |
|
|
2017
Q2 | $76K | Buy |
675
+375
| +125% | +$42.2K | ﹤0.01% | 520 |
|
|
2017
Q1 | $36K | Hold |
300
| – | – | ﹤0.01% | 652 |
|
|
2016
Q4 | $35K | Hold |
300
| – | – | ﹤0.01% | 661 |
|
|
2016
Q3 | $32K | Hold |
300
| – | – | ﹤0.01% | 694 |
|
|
2016
Q2 | $32K | Hold |
300
| – | – | ﹤0.01% | 672 |
|
|
2016
Q1 | $32K | Hold |
300
| – | – | ﹤0.01% | 649 |
|
|
2015
Q4 | $30K | Buy |
+300
| New | +$30K | ﹤0.01% | 687 |
|