EWM
Evercore Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-900
| Closed | -$62K | – | 1044 |
|
|
2015
Q3 | $62K | Hold |
900
| – | – | ﹤0.01% | 553 |
|
|
2015
Q2 | $72K | Hold |
900
| – | – | ﹤0.01% | 573 |
|
|
2015
Q1 | $72K | Hold |
900
| – | – | ﹤0.01% | 578 |
|
|
2014
Q4 | $78K | Hold |
900
| – | – | ﹤0.01% | 490 |
|
|
2014
Q3 | $91K | Hold |
900
| – | – | ﹤0.01% | 525 |
|
|
2014
Q2 | $102K | Hold |
900
| – | – | 0.01% | 508 |
|
|
2014
Q1 | $95K | Hold |
900
| – | – | 0.01% | 494 |
|
|
2013
Q4 | $110K | Sell |
900
-53
| -6% | -$6.48K | 0.01% | 443 |
|
|
2013
Q3 | $120K | Buy |
953
+53
| +6% | +$6.67K | 0.01% | 464 |
|
|
2013
Q2 | $126K | Buy |
+900
| New | +$126K | 0.01% | 458 |
|