EWM
Evercore Wealth Management’s Jones Lang LaSalle JLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-165
| Closed | -$25K | – | 581 |
|
|
2017
Q4 | $25K | Hold |
165
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $20K | Hold |
165
| – | – | ﹤0.01% | 714 |
|
|
2017
Q2 | $21K | Sell |
165
-240
| -59% | -$30.5K | ﹤0.01% | 708 |
|
|
2017
Q1 | $45K | Sell |
405
-60
| -13% | -$6.67K | ﹤0.01% | 616 |
|
|
2016
Q4 | $47K | Buy |
465
+110
| +31% | +$11.1K | ﹤0.01% | 618 |
|
|
2016
Q3 | $41K | Hold |
355
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $35K | Hold |
355
| – | – | ﹤0.01% | 651 |
|
|
2016
Q1 | $41K | Buy |
355
+95
| +37% | +$11K | ﹤0.01% | 604 |
|
|
2015
Q4 | $41K | Buy |
260
+95
| +58% | +$15K | ﹤0.01% | 627 |
|
|
2015
Q3 | $24K | Hold |
165
| – | – | ﹤0.01% | 709 |
|
|
2015
Q2 | $28K | Hold |
165
| – | – | ﹤0.01% | 730 |
|
|
2015
Q1 | $28K | Hold |
165
| – | – | ﹤0.01% | 728 |
|
|
2014
Q4 | $24K | Hold |
165
| – | – | ﹤0.01% | 646 |
|
|
2014
Q3 | $21K | Hold |
165
| – | – | ﹤0.01% | 728 |
|
|
2014
Q2 | $21K | Hold |
165
| – | – | ﹤0.01% | 727 |
|
|
2014
Q1 | $19K | Hold |
165
| – | – | ﹤0.01% | 745 |
|
|
2013
Q4 | $17K | Sell |
165
-2,298
| -93% | -$237K | ﹤0.01% | 704 |
|
|
2013
Q3 | $215K | Sell |
2,463
-4,915
| -67% | -$429K | 0.01% | 392 |
|
|
2013
Q2 | $672K | Buy |
+7,378
| New | +$672K | 0.04% | 247 |
|