EWM
Evercore Wealth Management’s Icon ICLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-163
| Closed | -$18K | – | 549 |
|
|
2017
Q4 | $18K | Hold |
163
| – | – | ﹤0.01% | 740 |
|
|
2017
Q3 | $19K | Hold |
163
| – | – | ﹤0.01% | 723 |
|
|
2017
Q2 | $16K | Sell |
163
-76
| -32% | -$7.46K | ﹤0.01% | 744 |
|
|
2017
Q1 | $19K | Buy |
239
+108
| +82% | +$8.59K | ﹤0.01% | 756 |
|
|
2016
Q4 | $10K | Hold |
131
| – | – | ﹤0.01% | 823 |
|
|
2016
Q3 | $10K | Buy |
131
+32
| +32% | +$2.44K | ﹤0.01% | 868 |
|
|
2016
Q2 | $7K | Buy |
99
+76
| +330% | +$5.37K | ﹤0.01% | 883 |
|
|
2016
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 909 |
|