EWM
Evercore Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-53
| Closed | -$7K | – | 552 |
|
|
2017
Q4 | $7K | Hold |
53
| – | – | ﹤0.01% | 829 |
|
|
2017
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 831 |
|
|
2017
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 880 |
|
|
2017
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 877 |
|
|
2016
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 882 |
|
|
2016
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 932 |
|
|
2016
Q2 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 949 |
|