EWM
Evercore Wealth Management’s IMAX IMAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-500
| Closed | -$12K | – | 560 |
|
|
2017
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 789 |
|
|
2017
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 780 |
|
|
2017
Q2 | $11K | Sell |
500
-154
| -24% | -$3.39K | ﹤0.01% | 805 |
|
|
2017
Q1 | $22K | Hold |
654
| – | – | ﹤0.01% | 741 |
|
|
2016
Q4 | $21K | Hold |
654
| – | – | ﹤0.01% | 744 |
|
|
2016
Q3 | $19K | Sell |
654
-55
| -8% | -$1.6K | ﹤0.01% | 779 |
|
|
2016
Q2 | $21K | Sell |
709
-239
| -25% | -$7.08K | ﹤0.01% | 746 |
|
|
2016
Q1 | $29K | Buy |
948
+55
| +6% | +$1.68K | ﹤0.01% | 666 |
|
|
2015
Q4 | $32K | Buy |
893
+393
| +79% | +$14.1K | ﹤0.01% | 674 |
|
|
2015
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 768 |
|
|
2015
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 792 |
|
|
2015
Q1 | $17K | Sell |
500
-513
| -51% | -$17.4K | ﹤0.01% | 812 |
|
|
2014
Q4 | $31K | Buy |
+1,013
| New | +$31K | ﹤0.01% | 606 |
|