EWM
Evercore Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-57
| Closed | -$5K | – | 1058 |
|
|
2016
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 933 |
|
|
2016
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 950 |
|
|
2016
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 878 |
|
|
2015
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 938 |
|
|
2015
Q3 | – | Sell |
-45
| Closed | -$3K | – | 1014 |
|
|
2015
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 1013 |
|
|
2015
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 951 |
|
|
2014
Q3 | – | Sell |
-21
| Closed | -$1K | – | 963 |
|
|
2014
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 991 |
|