EWM
Evercore Wealth Management’s St. Joe Company JOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-130
| Closed | -$2K | – | 1060 |
|
|
2016
Q3 | $2K | Hold |
130
| – | – | ﹤0.01% | 991 |
|
|
2016
Q2 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 991 |
|
|
2015
Q2 | – | Sell |
-450
| Closed | -$8K | – | 1078 |
|
|
2015
Q1 | $8K | Hold |
450
| – | – | ﹤0.01% | 894 |
|
|
2014
Q4 | $8K | Hold |
450
| – | – | ﹤0.01% | 765 |
|
|
2014
Q3 | $9K | Hold |
450
| – | – | ﹤0.01% | 826 |
|
|
2014
Q2 | $11K | Hold |
450
| – | – | ﹤0.01% | 827 |
|
|
2014
Q1 | $9K | Sell |
450
-200
| -31% | -$4K | ﹤0.01% | 828 |
|
|
2013
Q4 | $13K | Buy |
650
+200
| +44% | +$4K | ﹤0.01% | 740 |
|
|
2013
Q3 | $9K | Hold |
450
| – | – | ﹤0.01% | 766 |
|
|
2013
Q2 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 727 |
|