EWM
Evercore Wealth Management’s ITT ITT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-50
| Closed | -$2K | – | 931 |
|
|
2017
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 937 |
|
|
2017
Q1 | $2K | Sell |
50
-275
| -85% | -$11K | ﹤0.01% | 946 |
|
|
2016
Q4 | $13K | Hold |
325
| – | – | ﹤0.01% | 801 |
|
|
2016
Q3 | $12K | Hold |
325
| – | – | ﹤0.01% | 852 |
|
|
2016
Q2 | $11K | Hold |
325
| – | – | ﹤0.01% | 845 |
|
|
2016
Q1 | $12K | Hold |
325
| – | – | ﹤0.01% | 787 |
|
|
2015
Q4 | $12K | Sell |
325
-925
| -74% | -$34.2K | ﹤0.01% | 833 |
|
|
2015
Q3 | $42K | Hold |
1,250
| – | – | ﹤0.01% | 612 |
|
|
2015
Q2 | $53K | Sell |
1,250
-547
| -30% | -$23.2K | ﹤0.01% | 625 |
|
|
2015
Q1 | $72K | Buy |
1,797
+107
| +6% | +$4.29K | ﹤0.01% | 577 |
|
|
2014
Q4 | $68K | Hold |
1,690
| – | – | ﹤0.01% | 521 |
|
|
2014
Q3 | $75K | Hold |
1,690
| – | – | ﹤0.01% | 552 |
|
|
2014
Q2 | $80K | Buy |
1,690
+325
| +24% | +$15.4K | ﹤0.01% | 540 |
|
|
2014
Q1 | $59K | Buy |
1,365
+300
| +28% | +$13K | ﹤0.01% | 572 |
|
|
2013
Q4 | $46K | Buy |
1,065
+625
| +142% | +$27K | ﹤0.01% | 571 |
|
|
2013
Q3 | $16K | Buy |
+440
| New | +$16K | ﹤0.01% | 711 |
|