EWM
Evercore Wealth Management’s International Paper IP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,216
| Closed | -$599K | – | 408 |
|
|
2018
Q1 | $599K | Sell |
11,216
-410
| -4% | -$21.9K | 0.02% | 223 |
|
|
2017
Q4 | $674K | Hold |
11,626
| – | – | 0.03% | 225 |
|
|
2017
Q3 | $661K | Sell |
11,626
-225
| -2% | -$12.8K | 0.03% | 221 |
|
|
2017
Q2 | $671K | Buy |
11,851
+10,367
| +699% | +$587K | 0.03% | 219 |
|
|
2017
Q1 | $75K | Buy |
1,484
+253
| +21% | +$12.8K | ﹤0.01% | 532 |
|
|
2016
Q4 | $66K | Buy |
1,231
+656
| +114% | +$35.2K | ﹤0.01% | 555 |
|
|
2016
Q3 | $28K | Hold |
575
| – | – | ﹤0.01% | 717 |
|
|
2016
Q2 | $24K | Buy |
+575
| New | +$24K | ﹤0.01% | 722 |
|
|
2015
Q4 | – | Sell |
-435
| Closed | -$16K | – | 1038 |
|
|
2015
Q3 | $16K | Sell |
435
-81
| -16% | -$2.98K | ﹤0.01% | 777 |
|
|
2015
Q2 | $25K | Buy |
516
+81
| +19% | +$3.92K | ﹤0.01% | 750 |
|
|
2015
Q1 | $24K | Buy |
435
+371
| +580% | +$20.5K | ﹤0.01% | 756 |
|
|
2014
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 824 |
|
|
2014
Q3 | – | Sell |
-98
| Closed | -$5K | – | 962 |
|
|
2014
Q2 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 906 |
|
|
2013
Q4 | – | Sell |
-165
| Closed | -$7K | – | 918 |
|
|
2013
Q3 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 800 |
|