EWM
HVB
Evercore Wealth Management’s HUDSON VY HLDG CORP HVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-51,515
| Closed | -$1.45M | – | 1112 |
|
|
2015
Q2 | $1.45M | Sell |
51,515
-7,687
| -13% | -$217K | 0.07% | 162 |
|
|
2015
Q1 | $1.51M | Buy |
59,202
+5,209
| +10% | +$133K | 0.07% | 158 |
|
|
2014
Q4 | $1.47M | Sell |
53,993
-32,662
| -38% | -$887K | 0.07% | 144 |
|
|
2014
Q3 | $1.57M | Sell |
86,655
-61,585
| -42% | -$1.12M | 0.08% | 154 |
|
|
2014
Q2 | $2.68M | Buy |
148,240
+145,578
| +5,469% | +$2.63M | 0.14% | 122 |
|
|
2014
Q1 | $51K | Hold |
2,662
| – | – | ﹤0.01% | 593 |
|
|
2013
Q4 | $54K | Hold |
2,662
| – | – | ﹤0.01% | 551 |
|
|
2013
Q3 | $50K | Hold |
2,662
| – | – | ﹤0.01% | 569 |
|
|
2013
Q2 | $45K | Buy |
+2,662
| New | +$45K | ﹤0.01% | 580 |
|