EWM
Evercore Wealth Management’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-790
| Closed | -$29K | – | 565 |
|
|
2017
Q4 | $29K | Hold |
790
| – | – | ﹤0.01% | 656 |
|
|
2017
Q3 | $28K | Hold |
790
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $28K | Sell |
790
-52
| -6% | -$1.84K | ﹤0.01% | 660 |
|
|
2017
Q1 | $26K | Sell |
842
-461
| -35% | -$14.2K | ﹤0.01% | 715 |
|
|
2016
Q4 | $39K | Sell |
1,303
-252
| -16% | -$7.54K | ﹤0.01% | 648 |
|
|
2016
Q3 | $49K | Sell |
1,555
-61
| -4% | -$1.92K | ﹤0.01% | 602 |
|
|
2016
Q2 | $41K | Buy |
1,616
+218
| +16% | +$5.53K | ﹤0.01% | 612 |
|
|
2016
Q1 | $43K | Sell |
1,398
-305
| -18% | -$9.38K | ﹤0.01% | 597 |
|
|
2015
Q4 | $57K | Buy |
1,703
+937
| +122% | +$31.4K | ﹤0.01% | 569 |
|
|
2015
Q3 | $25K | Buy |
766
+88
| +13% | +$2.87K | ﹤0.01% | 695 |
|
|
2015
Q2 | $26K | Sell |
678
-129
| -16% | -$4.95K | ﹤0.01% | 745 |
|
|
2015
Q1 | $32K | Hold |
807
| – | – | ﹤0.01% | 698 |
|
|
2014
Q4 | $32K | Hold |
807
| – | – | ﹤0.01% | 602 |
|
|
2014
Q3 | $32K | Buy |
807
+370
| +85% | +$14.7K | ﹤0.01% | 675 |
|
|
2014
Q2 | $17K | Sell |
437
-571
| -57% | -$22.2K | ﹤0.01% | 762 |
|
|
2014
Q1 | $37K | Buy |
1,008
+700
| +227% | +$25.7K | ﹤0.01% | 645 |
|
|
2013
Q4 | $11K | Sell |
308
-190
| -38% | -$6.79K | ﹤0.01% | 752 |
|
|
2013
Q3 | $16K | Buy |
498
+190
| +62% | +$6.1K | ﹤0.01% | 712 |
|
|
2013
Q2 | $10K | Buy |
+308
| New | +$10K | ﹤0.01% | 724 |
|