EWM
Evercore Wealth Management’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,307
| Closed | -$279K | – | 383 |
|
|
2019
Q4 | $279K | Sell |
5,307
-785
| -13% | -$41.3K | 0.01% | 349 |
|
|
2019
Q3 | $314K | Sell |
6,092
-269
| -4% | -$13.9K | 0.01% | 334 |
|
|
2019
Q2 | $348K | Buy |
6,361
+800
| +14% | +$43.8K | 0.01% | 322 |
|
|
2019
Q1 | $267K | Buy |
5,561
+1,154
| +26% | +$55.4K | 0.01% | 347 |
|
|
2018
Q4 | $201K | Sell |
4,407
-9
| -0.2% | -$410 | 0.01% | 362 |
|
|
2018
Q3 | $222K | Buy |
4,416
+100
| +2% | +$5.03K | 0.01% | 388 |
|
|
2018
Q2 | $208K | Hold |
4,316
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $215K | Hold |
4,316
| – | – | 0.01% | 335 |
|
|
2017
Q4 | $216K | Hold |
4,316
| – | – | 0.01% | 354 |
|
|
2017
Q3 | $207K | Hold |
4,316
| – | – | 0.01% | 361 |
|
|
2017
Q2 | $202K | Hold |
4,316
| – | – | 0.01% | 359 |
|
|
2017
Q1 | $202K | Hold |
4,316
| – | – | 0.01% | 361 |
|
|
2016
Q4 | $202K | Sell |
4,316
-620
| -13% | -$29K | 0.01% | 364 |
|
|
2016
Q3 | $203K | Hold |
4,936
| – | – | 0.01% | 370 |
|
|
2016
Q2 | $203K | Sell |
4,936
-142
| -3% | -$5.84K | 0.01% | 357 |
|
|
2016
Q1 | $194K | Sell |
5,078
-110
| -2% | -$4.2K | 0.01% | 358 |
|
|
2015
Q4 | $199K | Buy |
5,188
+762
| +17% | +$29.2K | 0.01% | 366 |
|
|
2015
Q3 | $160K | Hold |
4,426
| – | – | 0.01% | 416 |
|
|
2015
Q2 | $170K | Sell |
4,426
-141
| -3% | -$5.42K | 0.01% | 446 |
|
|
2015
Q1 | $186K | Hold |
4,567
| – | – | 0.01% | 429 |
|
|
2014
Q4 | $192K | Hold |
4,567
| – | – | 0.01% | 366 |
|
|
2014
Q3 | $191K | Buy |
4,567
+141
| +3% | +$5.9K | 0.01% | 404 |
|
|
2014
Q2 | $195K | Hold |
4,426
| – | – | 0.01% | 390 |
|
|
2014
Q1 | $195K | Hold |
4,426
| – | – | 0.01% | 379 |
|
|
2013
Q4 | $213K | Hold |
4,426
| – | – | 0.01% | 360 |
|
|
2013
Q3 | $206K | Hold |
4,426
| – | – | 0.01% | 396 |
|
|
2013
Q2 | $196K | Buy |
+4,426
| New | +$196K | 0.01% | 400 |
|