EWM
Evercore Wealth Management’s Liberty Global Class A LBTYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,655
| Closed | -$167K | – | 593 |
|
|
2017
Q4 | $167K | Sell |
4,655
-5,000
| -52% | -$179K | 0.01% | 388 |
|
|
2017
Q3 | $327K | Hold |
9,655
| – | – | 0.01% | 306 |
|
|
2017
Q2 | $310K | Buy |
9,655
+4,655
| +93% | +$149K | 0.01% | 317 |
|
|
2017
Q1 | $179K | Hold |
5,000
| – | – | 0.01% | 385 |
|
|
2016
Q4 | $153K | Hold |
5,000
| – | – | 0.01% | 420 |
|
|
2016
Q3 | $171K | Hold |
5,000
| – | – | 0.01% | 403 |
|
|
2016
Q2 | $145K | Hold |
5,000
| – | – | 0.01% | 412 |
|
|
2016
Q1 | $192K | Hold |
5,000
| – | – | 0.01% | 362 |
|
|
2015
Q4 | $212K | Hold |
5,000
| – | – | 0.01% | 358 |
|
|
2015
Q3 | $215K | Hold |
5,000
| – | – | 0.01% | 370 |
|
|
2015
Q2 | $270K | Hold |
5,000
| – | – | 0.01% | 376 |
|
|
2015
Q1 | $257K | Sell |
5,000
-17
| -0.3% | -$874 | 0.01% | 374 |
|
|
2014
Q4 | $252K | Buy |
5,017
+17
| +0.3% | +$854 | 0.01% | 323 |
|
|
2014
Q3 | $213K | Hold |
5,000
| – | – | 0.01% | 385 |
|
|
2014
Q2 | $221K | Buy |
5,000
+4,865
| +3,604% | +$215K | 0.01% | 376 |
|
|
2014
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 849 |
|
|
2013
Q4 | $12K | Sell |
135
-55
| -29% | -$4.89K | ﹤0.01% | 746 |
|
|
2013
Q3 | $15K | Buy |
+190
| New | +$15K | ﹤0.01% | 720 |
|