EWM
Evercore Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-183
| Closed | -$7K | – | 563 |
|
|
2017
Q4 | $7K | Hold |
183
| – | – | ﹤0.01% | 830 |
|
|
2017
Q3 | $7K | Sell |
183
-225
| -55% | -$8.61K | ﹤0.01% | 814 |
|
|
2017
Q2 | $14K | Buy |
408
+225
| +123% | +$7.72K | ﹤0.01% | 770 |
|
|
2017
Q1 | $7K | Sell |
183
-35
| -16% | -$1.34K | ﹤0.01% | 855 |
|
|
2016
Q4 | $7K | Buy |
218
+35
| +19% | +$1.12K | ﹤0.01% | 855 |
|
|
2016
Q3 | $7K | Sell |
183
-180
| -50% | -$6.89K | ﹤0.01% | 902 |
|
|
2016
Q2 | $14K | Buy |
+363
| New | +$14K | ﹤0.01% | 805 |
|
|
2015
Q2 | – | Sell |
-244
| Closed | -$9K | – | 1076 |
|
|
2015
Q1 | $9K | Hold |
244
| – | – | ﹤0.01% | 877 |
|
|
2014
Q4 | $9K | Buy |
244
+16
| +7% | +$590 | ﹤0.01% | 755 |
|
|
2014
Q3 | $7K | Hold |
228
| – | – | ﹤0.01% | 846 |
|
|
2014
Q2 | $8K | Hold |
228
| – | – | ﹤0.01% | 860 |
|
|
2014
Q1 | $6K | Hold |
228
| – | – | ﹤0.01% | 848 |
|
|
2013
Q4 | $7K | Hold |
228
| – | – | ﹤0.01% | 778 |
|
|
2013
Q3 | $6K | Hold |
228
| – | – | ﹤0.01% | 819 |
|
|
2013
Q2 | $6K | Buy |
+228
| New | +$6K | ﹤0.01% | 755 |
|